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Administrative Centers are strategically located throughout the United States where Client Services handles client information, day-to-day administration, plan enrollment and documentation.
Importantly, clients are always assigned a dedicated account team to care for their concerns, regardless of how often or how small the request. Personal involvement and commitment is a cornerstone of best practices at Clark Consulting.
To deliver on our promise of Best Practices, expect a total solution to your plan administration:
- Complete and convenient web interface and online enrollment
- Individual benefit calculations
- Integrated platform for DCP and SERP administration
- Account balances, accrued benefits and projected retirement benefits for DCP, DBPs
- Performance-driven benefit plan award calculations and balances
- Participant and annual benefit program reports; proxy disclosure guidelines
- In-house registered investment advisor services with fund analysis, asset allocation
- Daily valuation/broad spectrum fund alternatives
- Legislative, taxation and reporting assistance by Client Services
Clark Consulting also provides comprehensive record keeping of plan funding with separate tracking of funding, fund reporting modeling and annual review of funding. We maintain all reports on insurance policies owned by the corporation, and provide periodic reports on cash values and death benefits.
Further, we conduct periodic social security sweeps to provide information on the status of terminated employees, so that any benefits due may be collected for the employer.
Communication First
Remember that our goal is to make work easier for our clients-that means clear and consistent communications with benefits specialists and plan participants. For example, as your plan comes online, we:
- Prepare customized enrollment documents and communication tools
- Conduct enrollment meetings
- Collect enrollment information either in hard copy or via Internet enrollment
- Provide clients with enrollment summaries
Because we want to prevent any failure to communicate, a knowledgeable Clark specialist provides ongoing support for plan sponsors and participants through individual counseling, modeling, toll-free telephone and email access and, of course, private internet access.
Education Informs
If you accept the principle that medium is the message, then you will understand why
Clark Consulting provides clients with an extensive selection of educational materials such as:
- Executive Topics, a fast-format newsletter on nonqualified plan issues
- Bulletin updates on tax, accounting and legal issues
- Exclusive surveys on market trends
- Annual Plan Reviews
- Comprehensive and tailored administration manuals
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