For health plans, third party administrators and financial institutions engaged in offering tax-advantaged benefit accounts to employers – the selection of an account administration platform (and the effort and investment required to convert your existing portfolio) is significant.
From system architecture to plan setup and administrator controls to branding opportunities and participant/employer self-service capabilities – what are the best-in-class features available in the market today? Which features have the potential to transform your business operations and deliver competitive advantage in the marketplace? What is the business case for making a change, and what is the opportunity cost of status quo?
Join us as we discuss 10 things you need to know when selecting a CDH administration platform. During the presentation, we will hear from other administrators that have recently gone through a selection/conversion process – and the criteria, priorities and imperatives that weighed into their decision-making.