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Trustees have special fiduciary obligations

Working with Employers

Our proprietary information technology has been developed to meet the unique needs of Multi Employer Plans. Our systems monitor and record employer contributions to maintain up to date plan participant eligibility. We offer the following employer records maintenance services:

  • Consulting / Independent, unbiased
  • Claims / Fast & accurate
  • Trustee Online / Custom tools and tips
  • Working with Employers / Designed for you
  • Personal Financial Consulting
  • We Care, You Benefit.