Plan Management Services

Our Team Of Experts Becomes Your Team Of Experts. 

In addition to our modern benefits technology and an experienced Client Services team, Vimly provides plan management services to meet your requirements. Our Client Service Managers will provide technical knowledge of your plan, governance, and industry regulations. We truly partner with our clients and their advisors to ensure the organization is functioning strategically and executing on goals for their members.

Services include:

  • Board Meeting Management
  • Board of Trustee Minutes
  • Communications Management & Support
  • Custodian of all Trust Records
  • Open Enrollment Meetings
  • Compliance Support (i.e., distribution of summary annual reports)
  • File all Required Governmental Forms 
  • Preparation of Reports to Support Consultants, Auditors, Carriers
  • Provide HIPAA Privacy Officer
  • Designated Official Office of Record
  • Trustee Education Support