• Plan management is the on going process of monitoring all aspects of the plan to ensure that accuracy and efficiency occur at every level.
    • What is the protocol for communication between the plan participant, the employer, the vendor and the plan administrator?
    • How are perpetual enrollments handled?
    • What is the system and who is responsible for the accuracy of all financial transactions?
    • What is the system for reporting changes, additions, terminations and claims?
    • How is success measured and what methods are used to determine that the plan is successful and accomplishing all aspects of its design?
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