Document Review


Inconsistencies between vendor contracts, plan documents, and employee communications can potentially create liabilities for employers. PrimeWest's standard services incorporate thorough document reviews to ensure that vendor contracts, plan documents and employee communications contain the correct eligibility, rate and benefit provisions, including:

  • Review Plan Documents and amendments for compliance with employer specifications
  • Review Summary Plan Descriptions (SPDs) and amendments
  • Review insurance contracts and agreements, and coordinate amendments
  • Suggest and negotiate alternative language, as required

PrimeWest does not perform legal review of contracts.