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Compliance / Regulatory

Our dedicated compliance team partners with you on a regular basis to make sure your business continues to meet all necessary regulations.


Benefits Compliance Services

Our benefits specialists work with you to keep your welfare benefits programs in compliance with all applicable government regulations. This process involves us:

  1. Conducting an audit to ensure compliance with regulatory requirements
  2. Making recommendations based on the results of the audit
  3. Implementing our solutions
  4. Working with you regularly to ensure timely updates to your plans, documents and processes as new regulations emerge

Our ongoing benefits compliance services include:

  • DOL & IRS compliance/tools
  • Compliance audit
  • ACA compliance and reporting (Assured Answers, as well as PCORI/CERF calculations, TRF calculations, etc.)
  • Plan documents and SPDs
  • HR assistance
  • Signature ready 5500s and SARs
  • Legislative changes notification
  • Newsletters/seminars