Plan Design & Consulting Services

• Plan design tailored to the needs of your company and employees
• Consultation with your financial advisor and attorney to finalize plan provisions
• Cost projections of various design alternatives
• Assistance maximizing tax advantages
• Preparation of plan documents and administrative forms
• Communication of plan provisions to your employees

• Employer contribution calculation
  Trust reconciliation and annual reporting
• Regulatory compliance and non-discrimination testing
• Participant statements and annual notice preparation as required
• Participant distributions, including hardship, in-service and rollovers
• Application of forfeitures according to your plan provisions
• Calculation of participant loans and supporting documentation
• Preparation of submission-ready Form 5500 ready for electronic signature

Audit Services

• Assistance with governmental or external audits
• Representation for IRS or DOL audit of plans

Plan Corrections

• Preparation of application for IRS and DOL correction programs

The Pharmacy Benefits Consulting team is comprised of pharmacists who have been exposed to all sides of the pharmacy supply chain and work to bring that unique perspective to our clients. Our independent approach allows us to work with all PBMs, both big and small, to find the best solution for the client and their employees.