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meetingServices

I. E. Shaffer & Co. provides administrative and consulting services
that fall within the following functional categories:

Plan Management and Consulting

  • Plan design and implementation
  • Provide, staff and equip the Plan Office
  • Maintain all plan bank and investment accounts
  • Plan and attend Trustee/Plan Sponsor meetings
  • Fiduciary insurance and fidelity bonding
  • Toll-free telephone service for plan participants

Contribution Processing and Recordkeeping

  • Receive and audit contributions and reporting forms
  • Track, report and pursue delinquent contributions
  • Maintain detailed record of employer and employee contribution history
  • Determine employee eligibility for plan benefits
  • Provide periodic employee statements of accumulated plan benefits
  • COBRA and HIPAA compliance administration
  • Daily valuation of participant directed investments
  • Extensive reporting capabilities
office visit

Health Plan Benefit Processing and Payment

  • Process and pay all claims under self-funded or insured plans
  • Medical, dental, vision, temporary disability, prescription and life insurance benefits
  • Relationships with local and national PPO's with internal repricing
  • Member assistance programs
  • State of the art claim processing system - EDI capable
  • Relationships with several utilization review organizations
  • Extensive reporting capabilities

 
retirement

Retirement Plan Benefit Processing and Payment

  • Payment of retirement, disability, death, separation and hardship benefits
  • Calculation of all available forms of payment
  • Retirement counseling and informational seminars for Section 404(c) compliance
  • Electronic direct deposit arrangements, tax withholding and tax forms
  • Participant loan administration
  • Discrimination testing
  • Weekly death checks of benefit recipients in pay status
  • Qualified Domestic Relations Orders

Accounting, Reporting and Disclosure

  • Maintain plan financial records with periodic financial statements
  • Computerized bank reconciliation, general ledger and trial balance
  • Preparation and filing of Form 5500,
    Form 990, Form PBGC-1
  • Distribution of Summary Plan Descriptions, Annual Funding Notices and Summary
    Annual Reports



Plan Participant Log In

Benefit Plan: Password:

Services - Clients - Facilities - Our Team - Directions - Home

IE Shaffer & Company - 830 Bear Tavern Road, West Trenton, NJ 08628-1020
(800) 792-3666 / (609) 883-6688 / Fax: (609) 530-1331

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