BTA Benefits Plans

Overview Plan Design Communication BenefitsReview.com

BTA Benefits Consultants will provide your organization with all aspects of benefit plan design, communication, and compliance. Our staff has over two decades of experience in creating comprehensive, flexible, and cost-effective benefit programs for our clients. Today plans require special expertise to maintain equity among employees while controlling escalating healthcare costs. BTA focuses on plan designs that incorporate an employee contribution strategy and employee communications program, so that organizations can maximize the value received from each benefits dollar spent.

Benefit Products

BTA provides a comprehensive portfolio of benefit products that will fit all of your benefit needs. We work closely with you to determine the best possible combination of benefit products for your benefit plan that will satisfy your employees as well as be cost-effective for you. Products that we offer include:

Using our 7-step process, BTA consultants will design a flexible plan that best serves your employees and your organization.

Benefit Providers

BTA has excellent working relationships with all of our benefit plan providers and vendors. Some of the providers and vendors that we work with include:

Benefits Communication

The best designed benefit plan will not produce employee satisfaction if it is not communicated and implemented properly.

To promote an accurate, thorough understanding and appreciation of the benefit plans you are offering to your employees, BTA:

• provides customized communication materials
• prepares employee election forms and presentations
• facilitates employee meetings
• provides a web-based resource for your employee benefits information

Click here to learn more about BTA benefits communication materials.

BenefitsReview.com

BTA also hosts a benefits communication website: BenefitsReview.com. This site offers online benefits communication to facilitate your employee benefits administration.

This site offers your employees and administrators 24/7 Internet access to:

• current plan information, including benefit summaries, enrollment forms, claim forms, etc.
• electronic distribution of Summary Plan Descriptions (SPDs), Summary Annual Reports (SARs), and other required plan documents
• listing of carrier phone numbers and links to their websites for provider network data and other helpful information
• welcome and FAQ pages where employers can post messages, updates, and answers

To view a free demonstration of this site's online benefits communication features, please click here. Then click on the Login button. This employee benefit information system will save your organization hundreds of hours each year in employee benefits administration.

Benefit Compliance

Throughout the entire benefit design process, BTA incorporates compliance with all federal and state regulations. When new legislation is enacted, or current regulations are modified, BTA not only informs you of the changes, we give you the tools you need to comply, such as:

• prototype COBRA documents, notices, and election forms that comply with both federal and state regulations
• preparation of annual form 5500 filings
• DOL audit support
• review of vendor contracts and SPDs to ensure accuracy and ERISA compliance
• HIPAA waiver forms
• Newborn and Mothers' Health Protection Act Notice
• education and support for carrier demutualization activities
• Summary Plan Description (SPD) "Wrap Around" compliance document
• Flexible Spending Account (FSA) forms and notices

Contact Us

Please call us to discuss your organization's needs and learn more about our services. We are available 8:00 am to 6:00 pm (Pacific) at 800.228.7975 or 714.221.1800. Or email us at .

Baker, Thomsen Associates
500 N State College Blvd, Suite 400
Orange, CA 92868

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