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All Posts in Category: Plan Administrator Checklist

Group Plan Administrator Checklist

The following list represents a reminder of items that could have a potential impact on your group benefits program. The list is broken down into Four Main Areas

  1. Taxation Issues
  2. Liability and HR Issues
  3. Privacy and Confidentiality Issues
  4. Administrative Issues

This list is all encompassing and is not tailored strictly for your Plan. We would be pleased to discuss these with you in further detail as applicable. This checklist is for reference purposes only and is not intended as legal or tax advice.

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