We partner with collectively bargained pension and benefit plans to solve fundamental organizational, business, and technology issues.
Our clients come to us at varying levels of technological maturity and business sophistication. We work with them to develop strategic visions for how to move forward. Typically, we then take the next step with an organization and build plans and roadmaps to implement a future state.
In the multiemployer world, regulations seem to be constantly shifting.
In the multiemployer world, regulations seem to be constantly shifting. Whether it be ERISA compliance, changes to Required Minimum Distribution (RMD) rules, or navigating governance structures, we can advise your organization at every juncture of modernization.
We understand that your organization may administer a variety of collectively bargained plans that serve many purposes and participants.
We understand that your organization may administer a variety of collectively bargained plans that serve many purposes and participants. There is usually not a one-size-fits-all solution to these various offered benefits. Our expertise with the degree of integration required to run all of these plans positions us well to work with your organization. Our deep knowledge of defined benefit, defined contribution, health, welfare, and other supplemental funds can help guide you through any project or challenge.
Multiemployer plans possess many unique administrative challenges. Whether it be the CBA driven member data and contribution collection...
Multiemployer plans possess many unique administrative challenges. Whether it be the CBA driven member data and contribution collection, reciprocity with affiliated funds, or supporting contributing employers of varying sizes and sophistications, we can guide you towards the best practice administrative solutions.
Transitioning your organization to the digital age comes with a variety of challenges.
Transitioning your organization to the digital age comes with a variety of challenges. Decades of data stored across a multitude of mediums is not uncommon and we can help you solve your challenges associated with bringing all of this information into a singular source of truth.
Whether it is Health Insurance Portability and Accountability Act (HIPAA), Personally Identifiable Information (PII), or the volumes of member data...
Whether it is Health Insurance Portability and Accountability Act (HIPAA), Personally Identifiable Information (PII), or the volumes of member data, we are a leader in the industry and advise on best practices to ensure your participants’ information does not become compromised. From requirements gathering, to image conversion and implementing self-service portals, securing your members’ information is always our top priority.
As a trusted advisor and leader in change management, we are here to help navigate...
As a trusted advisor and leader in change management, we are here to help navigate and implement changes associated with Benefit improvements, Rehabilitation Plans, and the recently announced Covid relief bill for multiemployer plans.