ADMINISTRATION SERVICES

At Devlin & Hale we have combined our state-of–the-art administration and record keeping capabilities with our qualified plan administration expertise. For our clients, DHA provides the following administration services:

• Quarterly participant statements
• Discrimination reports to the plan sponsor on an annual basis
• Participant eligibility determination
• Participant vesting determination
• Participant benefits calculations
• Participant claims processing and other transactions such as terminations, loans and hardship distributions
• A web-based application to prepare and submit contribution and census information
• Flexible import capabilities which interface with payroll service providers and plan sponsor payroll applications
• Meetings with both plan sponsor and employees
• Reports required by government agencies
• Plan administrator’s guide

The DHA information technology system provides accurate and timely record keeping of all plan data. Prompt claims processing, timely and accurate reports, and comprehensive and continuing employee education ensure smooth operation of your plan. DHA takes extra care in providing these services because when we provide excellent service to you, your plan creates goodwill with your employees.