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Unipres U.S.A. Employee Benefits Brokerage and Consulting Services RFP
Absence Management
FML Administration (internal or third party)
Client
Leave policies (PTO, vacation, sick, personal leave, etc.)
Client
Any leave of absence provisions that vary by location,
class, or contract
Client
Completed
Other Information To Review With Client
Provided by
Carrier/
Vendor
Provided
By Client
Census data including bonus and incentive
compensation
Client
Definition of eligible employee classifications (all full-
time/part-time employees working ____ hours per
week, part-time employees working ______ hours
per week)
Client
Waiting period applicable to eligible employee
classifications
Client
ERISA plan structure
Client
5500 Annual Report copies - past two years
Client
Copy of Employee Handbook
Client
HIPAA privacy policy
Client
PDS enrollment structure
Client
PDS super-user training
Client
PDS EDI status
Client
Employee survey data
Client
Employee Communication Materials
Client
Open Enrollment
New Hire
On-going employee access to materials