WPAS Services

Technology and Compliance

IT worker at computer

Adaptable Technology

We provide industry best practices with adaptable and secure technology to best suit the needs of our clients and members. With a combined 300+ years of experience, our in-house development and technology teams are able to continuously adapt and improve our systems and technologies to flex to our client’s unique needs, as well as rapidly meet new State and Federal mandates or plan changes.

Writer on envelope

Record Retention

WPAS maintains all necessary files required in the administration of each Trust, including copies of all collective bargaining agreements, participation agreements, records of employer contributions, benefit claims, contracts and correspondence with service providers, correspondence with participants, regulatory compliance, and any other activities of the Trust.

WPAS continues to make great strides towards being eco-conscious with digital records retention. Our clients have realized a savings in their paper storage charges as a result and we have been able to provide access to information online for use by Local Unions, Employer Associations, Trustees, and other interested parties.

Couple looking at laptop on couch

Trust Website Services

WPAS offers both Trust and Trustee websites that can be customized according to the preferences of the Board of Trustees. Trust websites can include, but are not limited to, valuable information such as:

  • Summary Plan Descriptions
  • Health, Pension, and Annuity Forms
  • Legal Documents & Notices
  • Links to Preferred Providers,
  • Social Security Administration, etc.
  • Local and International Union Contact Information
  • Privacy Policy
  • FAQs
Couple looking at laptop

Trustee Website Services

WPAS offers both Trust and Trustee websites that can be customized according to the preferences of the Board of Trustees. Trustee websites can include, but are not limited to, valuable information such as:

  • Meeting Calendars
  • Trustee and Advisor Contact Info.
  • Agendas
  • Consultant Reports
  • Financials (Audited)
  • Investment Consultant Reports
  • Minutes
  • Service Provider Reports
  • Payroll Audit & Collection Reports
  • Plan Documents
  • Provider Agreements

Other WPAS Services