HEALTH AND WELFARE
Designing, drafting or reviewing plan documents for medical, health reimbursement, flexible spending accounts, dental, vision, short term disability, long term disability, group term insurance, severance, accidental death and dismemberment, legal assistance, and employee assistance benefits.
Designing, drafting or reviewing Voluntary Employee Beneficiary Association trust documents.
Completing or reviewing for tax exemption submission for VEBAs.
Conducting and reviewing nondiscrimination testing under Code Section 105(h).
Designing Consumer Driven Health Care and other cost cutting programs.
Conducting and reviewing HIPAA privacy compliance.
Designing or reviewing COBRA procedures and documents.
Drafting or reviewing all disclosure documents, including Summary Plan Descriptions, Summary of Material Modifications and Summary Annual Reports.
Completing or reviewing Form 5500 and all schedules.
Drafting or reviewing corporate resolutions, plan administrator minutes and procedures.
Reviewing vendor contracts and procedures.
Drafting and reviewing Department of Labor correction requests.
Assisting in Internal Revenue Service and Department of Labor audits.
Creating and monitoring plan administration functions.
Assisting in determining benefit claims and appeals.
Monitoring compliance with ERISA fiduciary requirements.
Conducting compliance audits.
Assisting in litigation issues.
Review accountant’s opinion for compliance.
Click on the links below to learn more…