Client Services

Plan Management

Each client is assigned a Client Services Manager who oversees the day-to-day plan management. These services may include:

• Coordination of Board of Trustee meetings.
• Preparation of all agendas and minutes of Trustee meetings.
• Meeting location coordination (meetings can be held at Zenith office locations with conference facilities at no charge).
• Custodian of all Trust / Administrative records.
• Coordinate communications with all vendors, advisors and plan participants.
• Preparation of summary plan descriptions.
• Attendance at benefit fairs.
• Conduct pre-retirement seminars.
• Business agent training of plan benefits.
• On and offsite meeting coordination.
• Technical knowlege of plan designs, federal regulations and requirements.
• Coordination of financial transactions with Investment Managers.
• Scheduling enrollment of Trustees at educational seminars.
• Implementation management for new vendors selected by the Trust.