Find out if you’re eligible to receive the new Employee Retention Credit that gives you an average of $10,000 per employee


The implementation of a company’s benefit plan or an individual plan is a critical component. Implementation involves the development of plan-specific communication and enrollment materials. Properly done, communication and enrollment materials will convey the value of the plan and the value the company places on its key employees.

We assist the company in finalizing plan specifications, communications and contract materials. Our administrators assist in the preparation of enrollment materials and coordinate the plan enrollment. We take care to put all enrollment packets together in our best practices approach that eliminates hassles for the company and its employees. Our approach minimizes errors and requires less follow up. As the employees enroll in the plan, our administrators ensure the documents are completed according to the plan design.

For plans utilizing life insurance, our administrators manage the informal and/or formal application submission to the insurance carriers, provide updates on the underwriting process, communicate with the underwriters to obtain the best underwriting offer possible, and coordinate policy delivery.