>

Plan Adoption & Implementations Plan Adoption The following is a list of basic steps most employers will consider when adopting the HealthSecure HRA. All forms necessary for plan adoption, plus sample employer resolutions, policies and collective bargaining language are provided. Adopt the plan using your standard process for adopting new employee benefit plans. Sample resolution, collective bargaining and policy language are available. Document employee eligibility and contribution sources via collective bargaining or employee policy (if applicable and/or necessary). Complete our turnkey employer adoption documents with assistance from your financial advisor (detailed instructions are included). This electronic set of “fillable” documents formalizes your plan adoption and confirms your plan design decisions. Meet the third-party administrator (TPA) and plan consultant via conference call to confirm the provisions of your plan and to ensure your understanding of how to transmit data and contributions to the TPA. After receipt of a contribution and enrollment form on behalf of an employee, the VALIC HRA third-party administrator will communicate directly with the participants to provide plan information and necessary plan forms. Plan Implementation Facilitate employee group education workshops and enrollment meetings with your financial advisor team. Send completed enrollment forms and employer contributions to the TPA. Electronic transfer of contribution data and funds is strongly encouraged. Step-by-step instructions provided. After receipt of a contribution and enrollment form on behalf of an emplyee, the TPA will communicate directly with participants to provide plan information and necessary forms. #40253