• Actuarial Products
• Retirement Services
• Health & Welfare Services
• Compensation Services
• Administrative Services
  • Compliance Review & Administration
  • Form 5500
• Benefit Consultants On Demand

Administrative Services

Historically, benefits administration has been an all or nothing proposition. We can seamlessly accommodate full outsourcing arrangements or assist with only the responsibilities you wish to delegate. We know how to utilize technology to promote efficiency while maintaining a unique level of personalization and human touch.

Compliance Review & Administration
Our experts regularly help plan sponsors assess and improve their level of compliance from the perspective of IRS and Department of Labor standards, Sarbanes-Oxley and best practices. Beyond compliance, we provide a full spectrum of services designed to enhance and streamline processes.

Data Management
We design and develop environments for the efficient movement of benefits data among people and systems and empower you to autonomously manage your benefits data. Our various data management services include integration strategy consulting as well as data quality assessment, conversion, consolidation, compilation, cleansing, scrubbing and data service outsourcing.

Defined Benefits Administration
We feature a full suite of services specifically designed to adapt with sponsors' unique environments. Whether you are looking for a full-service solution for all of your administration or simply a resource for performing benefits calculations, our services can be suited to fit.

Form 5500
The obligation to meet governmental reporting requirements stands among the most fundamental duties imposed on employers who sponsor and administer employee benefit plans. In the last few years, the IRS and other federal agencies have made significant announcements that relieve employers of certain annual reporting obligations and of some of the burdens in correcting past failures to meet these obligations. We can assist you and your plan administrator with completing your Form 5500 correctly and efficiently.