Regulatory & Compliance
State and federal regulations are ever-changing, but our year-round commitment to service ensures that your organization will always be prepared. Our services include:
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Interpreting the effect of regulatory changes on your specific situation including: Affordable Care Act (ACA); Department of Labor (DOL); Employee Retirement Income Security Act (ERISA); among others
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Determining the steps necessary to stay or become compliant
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Developing an annual compliance timeline
We provide clients with unlimited access to in-house compliance expertise and online support tools, including a customized compliance checklist. Our checklist considers your organization’s size and specific benefits offerings, creating a roadmap and toolkit for structuring your compliance program.
Our Customized Client Compliance Services includes compliance documents & forms like the following:
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WRAP Summary Plan Description
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Customized Summary Plan Descriptions (SPD’s):
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Summary of Benefits (SOB’s)
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Summary Annual Reports (SAR’s)
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Summary of Material Modifications (SMM’s)
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5500 Form & Filing
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Required Model Notices