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BEST PRACTICES

Our Benefit Disclosure Improvement Guidebooks Contain Practices Rooted in ERISA, Helping Administrators Understand Their Role and How to Best Communicate with Employees on the Go. This Helps Administrators Mitigate Their Communication Risks and Assists Plan Participants By:

• Planning a process to provide participants all required plan disclosures and supplemental training.

 

• Developing a written policy to guide and document the process.

 

• Implementing the process in a manner to ensure regulatory compliance and reduce potential litigation risks.

 

• Evaluating the process to determine if the policy goals were achieved and how the process may be improved.