Compliance

Disruptive Event Management

  • Resources that help leaders manage through disruptive events (such as COVID-19).

Compliance Audit

  • Detailed analysis of your current administration practices.

Plan Documents

  • Summary Plan Description
  • Summary Plan Description Wrap
  • Section 125
  • Annual Participant Notices
  • Medicare Part D Notices

5500 Preparation and Filing

  • Our team helps you file and report on time and accurately to the DOL.

PCORI Fee Assistance

  • Assistance completing Form 720

ACA Guidance and Resources

  • Timely and up-to-date information on the Affordable Care Act

Legislative Alerts and Updates

  • Consistent and relevant information shared with clients
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