WHY CHOOSE US

We provide participants with relevant information from unbiased, recognized and reputable sources to mitigate fiduciary risks and improve participant outcomes.

Our Participant benefit education Programs

Include the processes, education, supplements and platform necessary,
to mitigate fiduciary risks and improve participant outcomes.

PROCESSES

Our processes are modeled on the standards for quality management...

EDUCATION

We incorporate a Universal Design for Learning (UDL) framework to...

SUPPLEMENTS

A well-designed supplement can highlight key plan and benefit disclosure...

PLATFORM

White Hat's administration platform includes data organization and participant tracking...

WHO DO WE HELP?

Our programs assist benefit committees and administrators in fulfilling their duties.

Benefit Committee

Administrator

Legal

Your Legal Requirements

Are your participant benefit Disclosures written for your average employee?

DOL regulations require that disclosed information be written in a manner calculated to be understood by the average plan participant. Employers need to consider the complexity and legal jargon that may be found in participant disclosures.

Our Processes

Designed for continual program improvement.

PLANNING

Pension Planning We start the pension planning by gathering the disclosures required...

DOCUMENTING

Pension In the documentation phase the fiduciary formalizes the participant pension disclosure...

IMPLEMENTING

Pension Implementation begins by letting participants know about the Participant Pension Disclosure...

EVALUATE

Pension, Health & Welfare Fiduciaries and plan administrators should continually evaluate their...

Our Mission

Our mission is to, mitigate fiduciary risks and improve participant outcomes.