How to set up a Plan

Plan setup and administration is easy with our turnkey service.

Plan consulting and design

Upon receiving your application, a plan specialist will contact you about your options. Services include plan design and plan documents. For existing plans, the service includes a plan review and amendment, if needed.

Employee enrollment

The take care® enrollment service includes educational materials, posters, mail box stuffers, educational website, video presentation, and enrollment brochures.

Participant account services

Services include contribution management, account balance tracking, claims review, and expense payment.

Participant assistance

Services include call center, internet account access, and automated telephone account access.

Plan compliance

Services include reconciliation and reporting of employee account balances, plus compliance with discrimination testing requirements. We also provide assistance with filing requirements for Form 5500.

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