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SERVICES

For Your Organization

A complete analysis of current plan designs and renewal offerings. Experience, trends and administration procedures are compared to industry norms. The results may lead to the following:

  • Contract negotiations

  • Preparing and distributing requests for proposals

  • Preparing optional benefits design and cost comparisions

  • 401k and pension plan consulting

  • Assistance with risk management for all benefits

  • Employee communication support

  • Compliance assistance

  • Benefits administration support

Administrative Support

  • Dedicated 800 Customer Service/Claims Assistance Line.

    • Includes customer service and claims tracking reports if requested. 

  • Monthly Elgibility Administration*, including:

    • Preparation of billing reports​

    • Design/implementation of Flex Administration System

    • Eligibility/Changes Processing

    • Employee data Maintenance

  • Enrollment process

    • Process eligibility for all carriers

    • Coordinate/produce open enrollment meetings

    • provide enrollment reports

    • Coordinate/produce open enrollment materials

  • Carriers Billings/Invoicing/Reconciling* 

    • Billing reconciled to real-time elgibility​

    • Single-source payment to trust account

    • Carriers paid out of trust account

  • Reporting​

    • Monthly employer reports provided as needed​

Other Services

  • Complete COBRA administration

  • Complete Section 125 Administration

  • State and federal regulatory compliance

  • Employee communications

  • Flexible spending accounts enrollment and administration

  • Annual IRS 5500 preparation and reporting

  • SAR distribution

  • Actuarial/ERISA Assistance

  • Review and distribution of SPDs

  • Payroll Interface*

  • Participant Support Services

    • Toll-free line​

    • E-mail access

    • Claims customer service liaison and advocate with carriers

Executive Planning

Dexheimer-Erickson recognized that there is a need amound our clients for access to the planning skills that can help key employees through the challenges of wealth preservation. To accomplish this goal, we evaluate risk exposure through a five-step process.

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  • Determine personal goals

  • Calculate transfer costs

  • Evaluate techniques to mitigate taxes

  • Identify sources to pay expenses

  • Design the solution

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