Retirement Plan

Retirement Plan

We provide full service administration to Taft-Hartley defined benefit plans and defined contribution plans, including 401(k) Plans.

Health Benefits

We provide full third party administration services to Health & Welfare Trust Funds, including Association Health Trust Funds.
Health Benefits Plan
Health Reimbursements Plan

Health Reimbursement Arrangements

We handle all aspects of servicing Health Reimbursement Arrangements.
We provide user-friendly debit cards, internet portal and mobile app access to pay for IRS eligible medical expenses with pre-tax dollars.

Supplemental Benefits Plans

We can customize administration of any supplemental health benefits for our trust customers. Our firm is fully HIPAA Compliant and we administer unique health benefit plans for sponsors through processing provider and participant reimbursement claims.
Supplementary Benefits Plan