Employee benefit plans run on documents. In today’s litigious environment it is critical that all documents involving benefit plans reflect the employer’s intent and be accurate. In our nearly forty years of experience, it is not often that we find that all documents have been prepared accurately and equally important, kept up to date.
Upon becoming an F&A client, you can expect your account team to do the following:
- Proposal/Policy (Plan Document) Comparison
- Evidence of Coverage/Summary Plan Description Review
- Ancillary Benefit Provider Review
- Administrative Service Agreement Review
- Funding Agreements