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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
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Fee and/or commission transparency with full disclosure of all direct
and indirect compensation; reported initially and annually
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Fee or commission based arrangements
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Performance based compensation arrangements
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Customers may receive preferred pricing, client service, reporting and
wellness resources provided by insurance companies, third-party
administrators and other providers
Additional Information
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Review and interpret federal and State laws and regulations
impacting employee benefits
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Monitor case law impacting employee benefit laws and regulations
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Provide annual “For Your Benefit” reference guide for all employee
benefit rules and regulations
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Review proprietary compliance checklist of Federal and State
Employee Benefit rules and regulations
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Provide “Benefit Beat” and “At Issue” monthly and periodic
publications notifying you of pending or enacted legislation
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Provide technical support regarding employee benefit laws and
regulations
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Provide technical assistance with COBRA, Section 125, HRA and HSA
administration
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Provide periodic seminars and webinars on important legislative
matters
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Preparation of annual form 5500 filing
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Preparation of annual form 720 (when applicable- additional fee may
apply)
Compliance & Regulatory Affairs