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Coordination with Actuary
Coordination with Plan Sponsor
Other Services To Trustees
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Prepare and distribute agenda in advance of meeting and post public notice as required.
Fax agenda to Chairman and Attorney several days in advance of meeting.
Advise Trustees and other attendees of time and place.
Coordinate with Chairman and Attorney on upcoming/pending matters.
Provide agenda packets with back-up material (minutes for approval, invoices, correspondence, applications, reports etc.) for Trustees to reference during meeting.
Circulate draft of minutes promptly after meeting.
Carry out instructions of Trustees promptly following meeting.
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Benefits USA, Inc.
3810 Inverrary Boulevard, Suite 303
Lauderhill, FL 33319
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