Plan Design

Because affordable, quality administration is a core focus at GHBA, creative plan design is a premier service offering. Using our unparalleled knowledge and our up-to-date resources, we deliver tailored solutions that uniquely meet employee and client needs.

Starting with a focused discussion on goals, design options, resource needs, and compliance and other requirements, GHBA guides clients through a defined process that includes such steps as:

  • Assess any current plan against projected goals and objectives
  • Prepare IRS documents according to regulation, including an IRS determination letter
  • Deliver the Summary Plan Description to be distributed to plan participants
  • Customize enrollment and administrative materials
  • Communicate pertinent information to all relevant parties