Regulatory Compliance

Compliance in the insurance and financial business arena is challenging, as regulatory requirements are complex and ever-changing. We provide corporate benefits compliance consultation, support, and resources, including information on the following:

  • Training and education material
  • Retirement plans
  • Federal mandates
  • Compliance checklists
  • ERISA and Form 5500
  • Cafeteria plans and Spending Accounts
  • HR consulting

We also support our clients' HR staff by providing unlimited access to MyBenefitsandHr, which is an up-to-date, online library of resources including compliance-related information, regulatory news, legal support and hundreds of HR-related forms and templates. Click the link above or the image to the right to view a presentation on this resource. Also, see the benefits & hr portals page for more information.

For quick access to only the most pertinent and up-to-date information, forms, printouts, etc. clients can access our dedicated HR & Benefits Essential site -  covering such HR basics as Workplace Policies, the Fair Labor Standards Act, FMLA, OSHA, ADA, and other HR must-knows.