| Dorsa Consulting offers Outsourcing services including: |
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| Statement Mailing Services |
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- Maintenance of participant address file (updated annually as a part of the annual administration cycle)
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- Mailing of annual benefit statements, Summary Annual Reports and other required notices to participants
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- Notify employer of returned mail/bad addresses and at employer's request, use basic internet locator service and/or custom search to locate missing participants
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| Retiree/Terminee Distribution Processing |
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- Process benefit calculations and payments for retirees/terminees
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- Mail full benefit calculation and distribution processing package to terminated/retired participant upon notification from employer and prior to NRD for vested terminees
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- Receive signed election forms from participants, review for proper completion, return to participant for correction/completion if needed
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- Send election form to trustee for payment
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- Track benefit calculations/election forms and payments
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| Retiree/Terminee Call Center |
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- 800 number to accept participant phone calls regarding how to complete forms (no investment advice/counseling) and status of calculation or payment
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