EVALUATE

Pension, Health & Welfare

Fiduciaries and plan administrators should continually evaluate their process to identify improvement opportunities and modify objectives to ensure that the process is cost effective as well as meeting the needs of the plan participants. The goal of the evaluation is to determine the strengths, weaknesses and maturity level of their participant health and welfare disclosure process. Evaluation results can provide valuable information for the plan sponsors or administrators to consider in deciding the future direction of the process.