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OUR SERVICES
Strategy Focus provides analysis,
evaluation and advisement in benefit concerns of Funds, Fund Managers, and Trustees.
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Plan Design / Due Diligence Processes/ Plan Documents Cost
Containment / Participant Communications / Compliance Risk Evaluations / Vendor and Product Analyses / Claims Reviews
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HOW WE WORK...a few examples:
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Whether we analyze prior utilization, project revenue,
calculate risk, act on your behalf with vendors, assist building compliance with new regulations, prepare fund
documents or other communications, or provide the impartial sounding board you need, our experience supports your
fund and your participants.
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SUMMARY PLAN DESCRIPTIONS: SPD's must support participants
in using the Plan as a family needs,yet clearly specify limits. Readable yet measured language must enable both of these.
To
"be silent" is to await expense and conflict.
NEW YORK HEALTH CARE REFORM ACT: We advised select clients, from
outset, to use an alternate compliance mode, saving hundreds of thousands of dollars. Peer firms have since asked
us to assist clients.(Described in Association of Benefit Administrators journal, Spring 2006 - reprints available.)
HIPAA
SECURITY RULE: We did not identify problems and offer a separate proposal to identify solutions.
We do one
complete, cost effective, engagement; and we design scalable, Rule compliant solutions to contain expense and effort.
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