At Coughlin & Associates Ltd., we excel at making group administration easy for both single and multi-employer groups. Leveraging our in-house staff and proprietary data systems, we develop and manage group benefit and voluntary life plans with efficiency and precision.
Customized Solutions for Your Plan
Our commitment to seamless group administration begins with the flexibility to adapt to almost any administration platform. By controlling resources within our organization, we ensure fast and accurate reports tailored to the specific needs of plan sponsors.
Key Group Administration Functions Managed by Our Client Administration Team:
Member Enrollment: Effortless management of member enrollment processes.
Record Keeping and Correspondence: Timely and accurate record-keeping, including remittance forwarding to insurers.
Bill Preparation: Streamlined bill preparation services for efficient financial management.
Database Development and Management: Handling changes in member status or eligibility with precision.
Statutory Reporting: Ensuring compliance through meticulous statutory reporting.
Benefit and Trust Fund Accounting: Comprehensive accounting services for benefits and trust funds.
Results that Matter
Our client administration team ensures that vital data such as employee census information, enrollment files, beneficiary listings, monthly billings, disbursements, claims information, account reconciliations, applicable tax filings, and other critical data are regularly updated and audited. This meticulous approach is tailored to meet your organization’s requirements or those of the plan’s insurer.
Pension Benefits Administration
Expertise in Defined Benefit and Defined Contribution Plans
When it comes to pension and group RRSP administration, Coughlin & Associates Ltd. boasts extensive experience with both defined benefit and defined contribution pension plans.
Our Pension Specialists Can Assist Your Organization With:
Establishing Pension Guidelines: Crafting clear and effective pension guidelines for your organization.
Developing Administrative Databases: Creating robust databases to facilitate smooth administration.
Processing Benefit Cheques and Plan Changes: Ensuring accuracy and efficiency in benefit processing.
Calculating Retirement Benefits: Providing accurate calculations for retirement benefits.
Responding to Inquiries: Offering prompt and helpful responses to inquiries from members.
Preparing Annual Statements and Tax Forms: Streamlining the administrative aspects of annual reporting.
Discover the ease and efficiency of group administration with Coughlin & Associates Ltd. Contact us to explore customized solutions that align with your organization’s unique needs. Our expertise ensures that your group administration functions are not just managed but optimized for success.
When it comes to client management, Coughlin has one, and only one, mission:
to provide Service Beyond Expectations in everything we do.
When it comes to client management, Coughlin has one, and only one, mission: to provide Service Beyond Expectationsin everything we do.