Retirement Communication Health & Welfare Outsourcing Technology Actuarial
Retirement Communication Health & Welfare Outsourcing Technology Actuarial
Retirement Services Communication Health & Welfare Technology
Retirement Services Communication Health & Welfare Technology <ul><li>Actuarial Valuation Services  </li></ul><ul><li>Bene...
Services Technology <ul><li>Actuarial Valuation Services  </li></ul><ul><li>Benefit Calculations  </li></ul><ul><li>Compli...
Retirement Communication Health & Welfare Technology Services <ul><li>Call Center Services  </li></ul><ul><li>Compliance T...
Retirement <ul><li>Call Center Services  </li></ul><ul><li>Compliance Testing (Non-discrimination)  </li></ul><ul><li>Desi...
Retirement Health & Welfare Technology Communication Services <ul><li>Benefit Booklets  </li></ul><ul><li>Benchmarking (Pe...
Retirement Health & Welfare Communication Services <ul><li>Benefit Booklets  </li></ul><ul><li>Benchmarking (Peer Analysis...
Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized W...
 
Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized W...
 
Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized W...
 
Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized W...
 
Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized W...
 
Retirement Communication Health & Welfare Outsourcing Technology Actuarial
 
 
Institutional Retirement Plan Consulting & Information Services
Will You Be Ready? Alpha Point, Inc. Institutional Retirement Plan Consulting & Information Services Proposed Regulation 4...
Fiduciary Management Services Alpha Point, Inc. Institutional Retirement Plan Consulting & Information Services Discover  ...
 
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Pension Live Services Overview

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Transcript of "Pension Live Services Overview"

  1. 2. Retirement Communication Health & Welfare Outsourcing Technology Actuarial
  2. 3. Retirement Communication Health & Welfare Outsourcing Technology Actuarial
  3. 4. Retirement Services Communication Health & Welfare Technology
  4. 5. Retirement Services Communication Health & Welfare Technology <ul><li>Actuarial Valuation Services </li></ul><ul><li>Benefit Calculations </li></ul><ul><li>Compliance Testing (Non-discrimination) </li></ul><ul><li>FAS 87/88/158 Expense and Disclosure </li></ul><ul><li>Government Filings (Form 5500 and PBGC) </li></ul><ul><li>Non-qualified Plan Consulting (Excess Benefit Plans) </li></ul><ul><li>Plan Design and Plan Termination </li></ul><ul><li>Summary Plan Descriptions </li></ul><ul><li>Voluntary Compliance Reviews </li></ul>Defined Benefit Plan Services <ul><li>Plan Design (401(k), Profit Sharing and Safe Harbor) </li></ul><ul><li>Compliance Testing (Non-discrimination) </li></ul><ul><li>Vendor Search (Implementation and Transition) </li></ul><ul><li>Government Filings (Form 5500) </li></ul><ul><li>Investment Consulting (Policies and Monitoring) </li></ul><ul><li>Mergers and Acquisitions (Due Diligence, Plan Design) </li></ul>Defined Contribution Plan Services
  5. 6. Services Technology <ul><li>Actuarial Valuation Services </li></ul><ul><li>Benefit Calculations </li></ul><ul><li>Compliance Testing (Non-discrimination) </li></ul><ul><li>FAS 87/88/158 Expense and Disclosure </li></ul><ul><li>Government Filings (Form 5500 and PBGC) </li></ul><ul><li>Non-qualified Plan Consulting (Excess Benefit Plans) </li></ul><ul><li>Plan Design and Plan Termination </li></ul><ul><li>Summary Plan Descriptions </li></ul><ul><li>Voluntary Compliance Reviews </li></ul>Defined Benefit Plan Services <ul><li>Plan Design (401(k), Profit Sharing and Safe Harbor) </li></ul><ul><li>Compliance Testing (Non-discrimination) </li></ul><ul><li>Vendor Search (Implementation and Transition) </li></ul><ul><li>Government Filings (Form 5500) </li></ul><ul><li>Investment Consulting (Policies and Monitoring) </li></ul><ul><li>Mergers and Acquisitions (Due Diligence, Plan Design) </li></ul>Defined Contribution Plan Services Retirement Health & Welfare Communication
  6. 7. Retirement Communication Health & Welfare Technology Services <ul><li>Call Center Services </li></ul><ul><li>Compliance Testing (Non-discrimination) </li></ul><ul><li>Design and Pricing Dental, Disability, Life, Medical, Prescription Drug, Vision </li></ul><ul><li>FAS 106 </li></ul><ul><li>GASB 43 and 45 Requirements for Other Post-Employment Benefits </li></ul><ul><li>Government Reporting (Form 5500) </li></ul><ul><li>IBNR Reserve Calculations Medical and Workers Compensation </li></ul><ul><li>Medicare Part D Attestations </li></ul><ul><li>Open Enrollment Solutions </li></ul><ul><li>Summary Plan Descriptions </li></ul><ul><li>Wrap Documents </li></ul>Health & Welfare Services
  7. 8. Retirement <ul><li>Call Center Services </li></ul><ul><li>Compliance Testing (Non-discrimination) </li></ul><ul><li>Design and Pricing Dental, Disability, Life, Medical, Prescription Drug, Vision </li></ul><ul><li>FAS 106 </li></ul><ul><li>GASB 43 and 45 Requirements for Other Post-Employment Benefits </li></ul><ul><li>Government Reporting (Form 5500) </li></ul><ul><li>IBNR Reserve Calculations Medical and Workers Compensation </li></ul><ul><li>Medicare Part D Attestations </li></ul><ul><li>Open Enrollment Solutions </li></ul><ul><li>Summary Plan Descriptions </li></ul><ul><li>Wrap Documents </li></ul>Health & Welfare Services Technology Services Communication Health & Welfare
  8. 9. Retirement Health & Welfare Technology Communication Services <ul><li>Benefit Booklets </li></ul><ul><li>Benchmarking (Peer Analysis) </li></ul><ul><li>Call Center Services </li></ul><ul><li>Compensation Statements </li></ul><ul><li>Employee Handbooks </li></ul><ul><li>Employee Training (Sexual Harassment) </li></ul><ul><li>Exit Interviews </li></ul><ul><li>Open Enrollment Materials (Call Center) </li></ul><ul><li>Summary Plan Descriptions </li></ul><ul><li>Surveys </li></ul><ul><li>Total Rewards Statements (Total Compensation) </li></ul>Communication Services
  9. 10. Retirement Health & Welfare Communication Services <ul><li>Benefit Booklets </li></ul><ul><li>Benchmarking (Peer Analysis) </li></ul><ul><li>Call Center Services </li></ul><ul><li>Compensation Statements </li></ul><ul><li>Employee Handbooks </li></ul><ul><li>Employee Training (Sexual Harassment) </li></ul><ul><li>Exit Interviews </li></ul><ul><li>Open Enrollment Materials (Call Center) </li></ul><ul><li>Summary Plan Descriptions </li></ul><ul><li>Surveys </li></ul><ul><li>Total Rewards Statements (Total Compensation) </li></ul>Communication Services Technology
  10. 11. Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized Websites </li></ul>
  11. 13. Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized Websites </li></ul><ul><li>Pension Calculations 24/7 x 365 </li></ul>
  12. 15. Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized Websites </li></ul><ul><li>Pension Calculations 24/7 x 365 </li></ul><ul><li>Enhanced Data Integrity </li></ul>
  13. 17. Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized Websites </li></ul><ul><li>Pension Calculations 24/7 x 365 </li></ul><ul><li>Enhanced Data Integrity </li></ul><ul><li>Powerful Reporting Capabilities </li></ul>
  14. 19. Retirement Communication Health & Welfare Technology Services Web-Based Benefits Administration <ul><li>Fully Customized Websites </li></ul><ul><li>Pension Calculations 24/7 x 365 </li></ul><ul><li>Enhanced Data Integrity </li></ul><ul><li>Powerful Reporting Capabilities </li></ul><ul><li>Online Benefits Enrollment </li></ul>
  15. 21. Retirement Communication Health & Welfare Outsourcing Technology Actuarial
  16. 24. Institutional Retirement Plan Consulting & Information Services
  17. 25. Will You Be Ready? Alpha Point, Inc. Institutional Retirement Plan Consulting & Information Services Proposed Regulation 408(b)(2)  Agreements between you and your service providers  Disclosure of investment fees & performance benchmarking  Understanding potential conflicts of interest Helping You Create and Manage the Process
  18. 26. Fiduciary Management Services Alpha Point, Inc. Institutional Retirement Plan Consulting & Information Services Discover  Decide  Fee & profit discovery projects  Vendor service and fee negotiation  Manage plan investments Control Costs, Understand Investments, Control Risk

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