Benefits Advisors

• Employee Benefits Diagnostic Evaluations
• Plan Design Review and Administration
• Health Plan Predictive Modeling
• Marketing of Benefit Programs
• Internal Underwriting
• Employee Benefits Benchmarking
• Retirement Plan Investment Reviews
• Ongoing Advisory Services
  
  

Coordination of HR and Benefits Compliance

• Employee Handbook Evaluation
• Policy and Procedure Manual Review
• HR Audits
• Drug and Alcohol Policy Compliance
• Documentation and Discipline
• Investigations (Internal and Governmental)
• Wage & Hour
• Employment Agreements
• Review of Offer Letters with a focus on
  
  

Non-Competition and Confidentiality Provisions

• HR File Retention Checkup
• FMLA policy review
• Review all SPDs for compliance of required notices and proper language
• Comparison of SPDs to Plan Documents/Contracts for discrepancies
• Contract Review – Review all vendor contracts for accuracy & to ensure they are written in the best interest of the client; identify and make employer aware of potential vulnerabilities ahead of time
• Investment Policy Statements
• 5500 Filings
• Plan Testing - coordination and completion of necessary health/welfare plan testing
• Plan Document Review - Review and Development of Master Plan Documents when appropriate
• Daily Compliance Support - Questions around HIPAA, COBRA, ADA, FMLA & other regulatory matters
  
  

Administrative Support

• Assistance with distribution of handbooks and tracking receipts and signed acknowledgements
• Monthly Bill Reconciliation Assistance
• Internal Reconciliation of Payroll and Vendor Records as Needed
• Customized Employee Communications/Mailings
• Coordination of Employee Enrollment/Education Meetings    
• Vendor RFP development and implementation (ie: Payroll, HRIS systems, COBRA admin, etc.)
• Dependent Eligibility Audits
  
  

Training

Coordination of Supervisory Training:

• Interviewing Dos and Don’ts
• Avoiding Wrongful Termination Claims
• Health Insurance Portability Act (HIPAA)
• Harassment and Antidiscrimination
• Family Medical Leave Act (FMLA)
• Americans with Disabilities Act (ADA)
• Effective Implementation of Employee Assistance Programs
• Motivational Management Strategies

(Please note: additional topics may be customized and available upon request)

These services are made available upon client request and pursuant to client services agreement.