 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
|
Once an employer decides to be in a self-funded arrangement, actuarial certification of plan liabilities for financial statement purposes is mandated, as are COBRA & funding level projections. We have on-staff certified actuaries at Mahoney & Associates. Our Senior Actuary provides clients with both cash and accrual actuarial funding reports, certified COBRA rates, signature ready 5500 forms and Summary Annual Reports for distribution. Our actuaries also work with our Health & Welfare Specialists in plan design and contribution modeling, conducting FASB reporting for retiree healthcare plans as well as preparing trust filings when needed. Compliance Management/Advisory Where ERISA welfare plans exist, plan sponsors are faced with a litany of regulations and rulings with which all plans must comply. And compliance is the employer’s responsibility, not the vendor’s. Our compliance team, led by our ERISA attorney, provides regular and ongoing updates and guidance on plan documentation, new regulations or required implementation support, in addition to IRS/DOL/ERISA, COBRA and HIPAA oversight.
|
 |
|
 |
|
 |
|
 |
 |
 |
