CONTACT US

              

 (831) 540-4035   I   Doug@whitehatllc.com

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COMMUNICATION PLATFORM

Our Platform Assists Employers in Meeting Their Fiduciary Obligations and Helps Administrators Fulfill Their Duties

Plan

 

  • System access levels administration, auditor, broker, recipient…

 

  • System security set-up to work with e-mail and on your own server. 

 

  • Recipients [Employees, Non-employees, Enrollees, Beneficiaries, Deskless]

 

  • Deskless planning

 

       -  Electronic information systems integral with work duties.  Any employee required to clock in, train,

          receive daily instruction or use email, may qualify for electronic disclosure without consent.

 

  • Non- employee planning

 

       -  Terminated consent to personal e-mail address

 

Deliver

 

  • Calendar [Open Enrollment, Changes, Other Events]

 

  • What is important! Flag certain items using the “envelope” feature, for the recipient so that 

       the significance of the communication is clear and concise on the fact of the transmission. 

 

  • Include any standard language or disclaimers appropriate to that type of disclosure 

 

Check

 

  • Did they get it? Confirm electronic receipt and allow user response and verification of 

       receipt.

 

  • Did they consent? a notice will be generated with a reply so that consent can be 

       collected in a way that we know there was access to informed consent that remains valid.

 

Act 

 

   - to continually improve the process and attain the goals:

 

  • Help protect the plan sponsor

 

  • Assist the administrator in performing their duties

 

  • Aid employees in making informed decisions