Our solutions

Plan management services built for complex benefits programs

Vimly’s plan management services equip organizations to better navigate multi-layered benefit programs, governance structures, and regulatory requirements. Our team brings focused operational expertise and disciplined coordination to ensure plans run smoothly and support strategic decision-making.

Vimly’s plan management activities follow structured processes designed to strengthen governance, streamline communication, support compliance, and maintain accurate records. Our Client Service Managers act as trusted partners, overseeing core activities, managing documentation, preparing required filings, supporting advisory relationships, and serving as the official office of record.

Specialized knowledge of benefits governance

Client Service Managers understand plan structures, Trust operations, governance rules, and compliance expectations across the benefits industry.

Strategic partnership with your leadership

Teams collaborate closely with plan administrators, advisors, consultants, and trustees to ensure decisions and operations align with organizational goals.

Clear communication and member support

Clear communication and member support Plan updates, communications, and documentation are managed with accuracy and consistency to help members, advisors, and trustees stay informed.

Reliable compliance and documentation

Regulatory forms, reports, filings, and meeting documentation are managed with precision, supporting clean audits and strong governance.

Our services include:

  • Board meeting management
  • Board of Trustee minutes
  • Communications management and support
  • Custodian of all Trust records
  • Open Enrollment meetings
  • Compliance support (e.g. distribution of summary annual reports)
  • Filing of all required governmental forms
  • Preparation of reports to support consultants, auditors, carriers
  • Provide HIPAA privacy officer
  • Designated official office of record
  • Trustee education support

Connect with our team

Learn more about how dedicated plan management support from Vimly can strengthen governance, compliance, and member experience across your benefits program.