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. Our professionals regularly design and write summaries of benefits and coverage and summary plan descriptions that comprehensively and accurately describe the benefits and coverage under health and welfare plans. Writing and updating these instruments can be labor intensive, due to the mixture of plan specifications and the legally required language. Trest’s professionals include bilingual communication specialists with years of experience preparing employee benefit plan communications. Our team is uniquely qualified to serve as an organization’s resource in preparing these documents due to the breadth of our technical employee benefits expertise and communications experience, providing technical accuracy with clear, easy-to-understand writing.

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.

Compliance Audits

Trest performs preemptive audits of plan documentation, operation and administration to enable plan sponsors to correct non-compliance prior to a regulatory examination, which allows the avoidance of costly fees and penalties. Trest prepares a comprehensive Compliance Report that summarizes our review.

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.