Plan Management Services

  • Implementation Support – Generally a 90-120 day timeline utilizing existing infrastructure with flexible yet methodical practices and a single point of contact; step-by-step implementation calls to assist you through the process
  • Providing customized benefit manuals, plan documents, enrollment kits and renewal documents
  • Creating dedicated private labeled benefits and HR portals and financial reports
  • Call center support
  • Claims administration and resolution
  • Ad hoc marketing documents and strategies
  • Eligibility management services including maintenance and verification
  • Assisting with federal and state regulation compliance
  • Preparing 5500 forms
  • Completing retiree/employee benefit surveys
  • Conducting educational seminars
  • Member advocacy
  • Additional services such as customized communications materials, end of year benefit statements, plan summaries and other educational material
  • On-going strategic advice based on evolving market dynamics and changing regulatory requirements

If you have any questions regarding our services or would like more information, please contact Nicole Allen at nallen@ktpadvisors.com.