Installation

After the final specifications of your benefit plan have been approved by you, a team of National Associates staff members coordinates the smooth implementation of your new or revised benefit plan. Our services on your behalf include:

  • Cooperate in preparing necessary documents to assure you of full compliance with all current legal requirements.

  • Create and implement a communications system that will disseminate benefit plan information to you and your employees so as to promote your employees' appreciation of the plan.

  • Prepare and distribute summary plan descriptions and individual illustrations of benefit, and acquaint employees with the benefits of the plan through group or individual meetings.

  • Prepare reports required by governmental agencies and assist in securing all approvals of the Internal Revenue Service and other governmental agencies. These activities are designed to relieve you and your staff of the obligations of preparing and filing the appropriate regulatory papers and forms.

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