WHY CHOOSE US

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

Our Participant Disclosure Improvement Programs

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

DISCLOSURE PROCESSES

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

DISCLOSURE EDUCATION

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

DISCLOSURE SUPPLEMENTS

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

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. While mitigating legal risks and
improving participant outcomes.

Benefit Committee

Administrator

Legal

Your Legal Requirements

Could the plan and invesment
Disclosures be overwhelming or not understable to 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 Process

Our process is based on a four step quality improvement process Plan - Do - Check - Act.

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.