Strategy Focus provides analysis,
evaluation and advisement in benefit
concerns of Funds, Fund Managers, and Trustees.
Plan Design / Due Diligence Processes/ Plan Documents
Containment / Participant Communications / Compliance
Risk Evaluations / Vendor and Product Analyses / Claims Reviews
HOW WE WORK...a few examples:
Whether we analyze prior utilization,
calculate risk, act
on your behalf with vendors, assist
building compliance with new regulations,
documents or other
communications, or provide the impartial
sounding board you need, our experience
fund and your participants.
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.
"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 -
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.