We deliver peace of mind



Providing health and welfare benefits is an increasingly complex element of any business, and there are significant risks for non-compliance. We ensure that clients rest easy by taking the lead on program compliance. Our Employee Benefit Counsel and Benefits Consultants will update you regularly on regulatory and legislative issues, as well as any changes that could affect your company. Seminars, newsletters, and client advisories offer regular insights into ACA, ERISA, HIPAA, COBRA and other requirements so you can stay safely in compliance. We also meet regularly with our clients to discuss compliance challenges and changes in legislation.  We support day to day compliance questions and concerns and develop client specific solutions. We provide practical answers and information that you will understand and are tailored for your situation.

Our compliance team provides customized compliance guides, legislative summaries, and sample documents. We create a calendar of key dates and proactively remind you of each health and welfare compliance requirement. This includes appropriate and timely notice distributions, signature ready 5500 filings, program testing requirement, and ensuring that you have ERISA compliant documents.

We provide:

  • Compliance Alerts and Briefings
  • Education Sessions (webinar and in-person)
  • Document Review (Plan Documents, SPDs, Annual Notices, etc.)
  • Reporting and Disclosures
  • Client Specific Compliance Discussions
  • Support for day-to-day issues

Please note that our compliance attorney cannot be considered your legal counsel and may not supply you with legal opinions.

Speak with an Expert

Speak with an Expert