Outside Vendors

Third Party Administration Services

Hooker & HolcombeCompanies help employers meet the challenges ofproviding retirement benefits to the new millennium workforce. Ourfirms provide a full array of actuarial, investment, and benefitsconsulting for all types of employer-sponsored retirement andpension plans.

• Actuarial Services: PublicSector Plans-Pension valuations, GASB 25/27, OPEB valuations, GASB43/45, plan design, forecasting, administration, benefitcalculations, cost estimates, assistance with labor negotiationsand plan transition. Private Sector Plans-Qualified pensionvaluations, Executive Retirement Plans, proxy calculations, FAS 87,FAS 106, plan design, pension oversight, forecasting, and assetliability modeling.
• Institutional Investment AdvisoryServices: Fee only advisor for Public and Private SectorRetirement Plans-Investment policy guidelines, asset allocation,fund/investment manager evaluation and monitoring, performance/feeaudits, oversight services. For DC plans, we design risk-basedcustom asset allocation strategies incorporating funds within theplan.
• Defined ContributionServices: Full service daily valuation and complianceservices using no-load funds, Schwab RT trading platform andwebsite. Services to 401(k), ERISA, and non-ERISA 403(b), ESOP andnon-qualified plans including McKay Hochman documents. Outsourcingand retiree payments on defined-benefit plans are available, aswell as bundled services with RIAs. Transparent fee disclosure toclients.

Northshore International InsuranceServices, Inc. (NiiS) is a consulting and insuranceservices organization that specializes in audit, claims, managementand actuarial services. Our clients include organizations in theaccident and health, property and casualty insurance industries,employers, governmental entities, and other risk assumptionvehicles.

Northshore provides services worldwide and isheadquartered in Danvers, Massachusetts with offices throughout theU.S.

WellNet Interactive, thewellness and health management division of WellNet Healthcare,offers a unique, customized, risk-based Health Management Program.This program utilizes predictive modeling technology to identifyand stratify the member population by risk level. Registered NurseCare Managers provide proactive outreach, resulting in customizedmember engagement that focuses on personalized and confidentialassistance, support and information to plan participants and theirdependents, based on the individual's unique set of medicalconditions.

Working directly with employers and theirrepresentation, WellNet Interactive's wellness and healthmanagement program helps to formulate structure and implementincentive solutions that better drive members to engage inactivities that promote healthy behavior changes. Ultimately, thisengagement results in savings for both the member and employer.

Through Point to Point Member Engagement(P2Pme), WellNet Interactive is able to offer plan members anindividual and unique health portal where all areas of personalhealth can be managed in one convenient place, offering acommunication option for the members and Care Managers.

For more information, please contact JudyMueller, President of WellNet Interactive, at 866.397.9731.