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PLAN MANAGEMENT

Plan Management

Plan benchmarking and design

  • Objective comparison of plan features to industry data
  • Aid in refining design with respect to features, costs & liabilities.

Vendor Due Diligence Process

  • Request for Proposal (RFP) comparison process and selection process

Service Schedule Development

  • Establish and maintain a service schedule that best meets the needs for the plan sponsor and participants.

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