Pre-Merger Services Rendered:

  • Performed medical and qualified plan due diligence to evaluate existing multi-company designs, ERISA and ACA compliance, relative benefits and costs.
  • Identified core benefit differences, cost disparities, network conflicts, and contingent liabilities including ERISA plan compliance and tax issues in respect of prospective plan merger.
  • Developed blended plan designs and directional contribution strategies that balanced geographic cost disparities, resolved post-merger liabilities and provided comprehensive procurement services resulting in reduced gross and net costs to participants and Newco.
  • Prepared communication and enrollment programs.


Post-Close Services Rendered:

  • Implemented new medical, welfare and integrated retirement plans, capturing $1 million in efficiencies.
  • Managed on-site employee enrollment, participant workshops and ongoing communication programs.