Programs, Compliance, Services

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:

  • Health Care Reform - Affordable Care Act
  • Training and education
  • Retirement plans
  • Federal mandates
  • Compliance checklists
  • ERISA and Form 5500
  • ACA 1095 forms
  • Cafeteria plans and Spending Accounts
  • HR assistance

We also support our clients' HR staff by providing free and unlimited access to our HR Library, 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 here to view a presentation on this resource. Also, see the Automated ACA tracking and 1095 Forms for more information.