Trust Fund Office Administration

A Fund Administration Office for the Trust & Local Unions

CDS has been providing trust fund administration for the past 35 years.  Our aim is to create a Fund Office that either coordinates seamlessly with a local union office or serves as the Fund Administration Office for the Trust.  We fully support the Board of Trustees, we will coordinate with all service providers, host Trust meetings, serve the participants with dedicated professional staff, provide benefit administration and benefit claims processing.

BOARD OF TRUSTEES

  • Meeting scheduling and coordination
  • Agenda development and distribution of meeting minutes
  • Custom analysis and reports

RECORDKEEPING

  • Custodian of paper and electronic records
  • Offsite backup of electronic data

COMMUNICATION/TRAINING

  • Development and distribution of participant communication
  • Development of electronic communication
  • Facilitation of participant education sessions
  • Business agent training curriculum

PLAN DOCUMENTS

  • Updates of Summary Plan Descriptions (SPDs)
  • Development of Summary of Benefits and Coverage (SBCs)

COORDINATING WITH SERVICE PROVIDERS

  • Assist with identifying service providers
  • Coordinate professionals, carriers and other service providers
  • Streamline communication

Our work with each Fund is different and customized to meet the unique needs of the Trustees and participants.