Plan Management Services

  • 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 or Kate Beebe at