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Trilogy Overview  

Does your current consultant include these services as part of their compensation plan without any additional fees to Services/Support.

Marketing your group each anniversary with verification?


Mid-year Planning meeting and review of “year-to-date” information?


Presentation of formal annual report?


Preparation of Summary Plan Descriptions?


Personal assistance to your employees in disputed claims, etc.?


Assistance in organizing employee communications and administrative support?


Coordinate and oversee annual open enrollment meetings?


Provide New Hire/Termination packets assuring compliance?