The Dexheimer-Erickson Corporation
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.
​
-
Determine personal goals
-
Calculate transfer costs
-
Evaluate techniques to mitigate taxes
-
Identify sources to pay expenses
-
Design the solution