Quality and Standards

Attaining and surpassing industry standards set by FINRA or certified through SAS 70 contribute to our high level of service.

 

Decades of experience results in becoming a trusted advisor who understands the standards and obligations tied to employee benefits. We have established a reputation as a long-term service provider, and offer the people, procedures and practices to comply with industry requirements and deliver quality systems and procedures.

Federal and state requirements provide the framework for the client and Balser Companies' dedicated teams. Similarly quality assurance is not an abstract concept in benefit administration; it's the "nitty gritty." Our methods to assure quality extend to all plan activities from design to development, production, implementation, servicing and documentation. "QA" requires understanding the myriad of components related to service delivery, management, production, and inspection processes– and these are not limited to the documentation– this means understanding and interpreting how the plan really works for the plan sponsor and its participants.