Implementation

Todd partners with executive benefit administrators that allow us to help the employer manage the critical components of plan implementation, including:

  • Develop an implementation timeline.
  • Conduct organizational meetings.
  • Draft plan documents and communication materials.
  • Conduct enrollment meetings and webcasts.
  • Process enrollments.
  • Facilitate the process to underwrite plan assets.
  • Prepare reports.
  • Prepare and deliver an administrative manual.