Comprehensive Administration

Gain a competitive advantage by bundling TAS comprehensive administration solutions

When you choose TAS’s comprehensive administration solutions, you’re not just getting a service—you’re gaining a competitive advancement for your business!

Our comprehensive administration package comes bundled with enrollment in the TAS Internet Portal, providing an unbeatable combination of services and tools. With TAS handling all your administrative needs, you’ll enjoy the benefits of having a full-service plan administrator at your disposal. Our goal is to deliver these services at cost-neutral or even with cost savings to your plan.

Untitled design (2)

Liaison and Primary Contact:

  • All plan participants, retirees, and their beneficiaries
  • Governing entities: State, Local, and Federal
  • Plan custodial Bank, plan actuaries, investment consultants, auditors, managers, and legal counsel

Documentation and Records:

  • Actuarial data generation
  • Annual benefit statements
  • Benefit payments and adjustments
  • Policy and procedure maintenance
  • Participant orientation

Benefit Processing:

  • Benefits statement generation
  • Contribution and distribution reconciliation
  • Taxable and non-taxable benefit determination
  • Law changes adjustment

Plan Management:

  • Coordination with plan sponsors
  • Q&A support
  • Benefit eligibility determination

Data Management:

  •  Participant status reconciliation
  • Historical and current information maintenance
  • Benefit forms generation
  • Salary history and service verification

Compliance Reporting:

  • Monthly, quarterly, or annual reports maintenance
  • Contributions, benefits, expenses tracking
  • Financial statement reconciliation
  • Compliance report compilation

Additional Duties and Responsibilities:

  • Meeting agendas and minutes compilation
  • Board meeting attendance and presentation
  • Calendar of events maintenance
  • Legislative changes monitoring