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Trest performs preemptive audits of plan documentation, operation and administration. Our professionals review plan documents for regulatory compliance, review service agreements to ensure the reasonableness of the fees and terms, ensure the absence of fiduciary breaches and prohibited transactions, conduct interviews with internal benefits professionals and review regulatory filings and material participant communications, compensation and benefits committee minutes, and information regarding pending employee benefit disputes, in addition to other documentation. Trest prepares a comprehensive Compliance Report that summarizes our review, identifying areas of noncompliance as well as recommendations for self-correction or the use of other IRS and DOL Amnesty programs. Our professionals perform the corrective work to ensure easily passing any subsequent examination by regulatory authorities and to identify possible litigation exposure.

Health & Welfare Plans

Trest professionals design a variety of health and welfare plans and programs and manage the plan sponsor’s vendor relationships. Our skilled professionals have decades of experience in designing such arrangements to meet the employer’s specifications and to comply with the applicable laws.

Corporate Transactions

In corporate transactions, Trest regularly conducts due diligence on the employee benefits arrangements maintained by buyers and sellers to ensure the absence of hidden liabilities and operational failures that jeopardize regulatory compliance and tax status, and negotiates pre and post-closing benefits integration.

HIPAA Compliance

Trest professionals are experienced in advising employers regarding the HIPAA portability, nondiscrimination, privacy and security requirements. Trest provides HIPAA administration services as well.

Participant Communications

We bring a broad knowledge of best practices to our benefits communications strategy, and ensure that the complexity, tone and presentation is appropriate for the audience. Trest’s professionals include bilingual communication specialists with years of experience preparing employee benefit plan communications.

Forms 5500

Trest works directly with the plan sponsor and the service providers to obtain the information necessary to prepare the Form 5500 and all of the applicable schedules, as Forms 5500 are the most important informational returns filed on behalf of employee benefits plans with the content easily subjecting the employee benefit arrangement to costly regulatory examination.