Compliance - It's the Law

Employers are fighting a never-ending battle to comply with evolving federal requirements and deadlines.  With that comes an increasing threat of audits. It's a lot to manage and penalties for non-compliance are costly. We have companies that can help you stay protected all year with a wide selection of Compliance Services to handle the work and worry for you.   These services can even be included in pre-packaged bundles with any other services.

1-19 Employees

Mandatory Requirements /Services:

___ ERISA

___ Annual ERISA & ACA Notices

___ Annual Medicare Part D Notice

___ HIPPA (if FSA, HRA, or self-insured Medical

         plan and managed by a third party)

___ ACA Employed Reporting (self-insured)

Additional Services:

___ FSA

___ HRA

___ HSA

___ PayPath

___ Premium Only Plan (POP)

20-49 Employees

Mandatory Requirements /Services:

___ ERISA

___ Annual ERISA & ACA Notices

___ Annual Medicare Part D Notice

___ HIPPA (if FSA, HRA, or self-insured Medical

        plan and managed by a third party)

___ ACA Employer Reporting (self-insured)

___ COBRA

Additional Services:

___ FSA

___ HRA

___ HSA

___ PayPath

___ Premium Only Plan (POP)

50-99 Employees

Mandatory Requirements /Services:

___ ERISA

___ Annual ERISA & ACA Notices

___ Annual Medicare Part D Notice

___ HIPPA (if FSA, HRA, or self-insured Medical

        plan and managed by a third party)

___ ACA Employer Reporting

___ COBRA

___ FMLA

Additional Services:

___ FSA

___ HRA

___ HSA

___ PayPath

___ Premium Only Plan (POP)

100+ Employees

Mandatory Requirements /Services:

___ ERISA

___ Annual ERISA & ACA Notices

___ Annual Medicare Part D Notice

___ HIPPA (if FSA, HRA, or self-insured Medical

        plan and managed by a third party)

___ ACA Employer Reporting

___ COBRA

___ FMLA

___ IRS Form 5500

Additional Services:

___ FSA

___ HRA

___ HSA

___ PayPath

___ Premium Only Plan (POP)

Service Offerings Can Include:

  • Online client access to plan activity.
  • Dynamic web portals with 24/7 access.
  • Online enrollment and plan management.
  • No ties to any insurance product.
  • Free monthly webinars for compliance and /or training.
  • Outstanding customer service (IVR, web, and phone)

ACA  Employer Reporting:

  • Provides tools to determine if you are an ALE, meets the minimum essential requirement, and what transitional relief is available.
  • Tracks variable hour employees; if they become full-time during any month of the year they must be offered health coverage.
  • Compiles employee and health coverage information for reporting to the IRS and your employees.
  • Completes required IRS Forms and assists with filing and distribution.
  • Includes an Audit Guarantee.

ERISA Compliance

  • Document Preparation:
  • Plan Document and Summary Plan Description (SPD)
  • IRS Form 5500 and associated schedule(s); secure software for uploading to DOL
  • Summary Annual Report (SAR)
  • Summary of Material Modification (SMM)
  • Prepares required ERISA Notices for eligible employees
  • ERISA and ACA Notices (optional - additional fee)
  • Medicare Part D Notices (optional - additional fee)
  • Assistance during a DOL audit
  • Provides amendments due to regulatory updates
  • Maintains required records for the mandated amount of time

COBRA Compliance

  • Assumes full responsibility for all required administrative procedures and regulations
  • Easy to understand account reports to monitor your COBRA activities
  • Easy enrollment with a simple set-up kit helps you establish your Plan
  • Employee ACH for online premium payments and immediate on-screen confirmation


ERISA and ACA Notices

  •  If your Plan is Grandfathered, the following Health Plan Notices are required:
  • Grandfathered Model Notice
  • WHCRA Notice (Women's Health and Cancer Right Act)
  • CHIPRA Notice (Children's Health Insurance Program Reauthorization Act)
  • HIPPA Special Enrollment Right Notice

  • If your Plan is Non- Grandfathered, the following Health Plan Notices are required:
  • Patients Protection Notice - Choice of Providers
  • WHCRA Notice (Women's Health and Cancer Right Act)
  • CHIPRA Notice (Children's Health Insurance Program Reauthorization Act)
  • HIPPA Special Enrollment Right Notice

Medicare Part D Notice

  • Assists in compliance with Medicare Part D requirements
  • Removes burden of researching and creating documentation
  • Helps employers avoid fines and penalties
  • Provides easy to understand materials and directions

FMLA Compliance

  • Consultation to review leave policies and tracking pf employee leave
  • Full review of FMLA eligibility and entitlement
  • Fair and impartial application of FMLA regulations and policies
  • Documentation of all communications and activity reports online 24/7
  • Multiple methods to report an FMLA event
  • Immediate notification of denial or acceptance
  • Staff training on regulations and dedicated account management team

Form 5500 Preparation

  • Employers with 100 or more employees that participate in health and welfare benefits must compete an IRS Form 5500
  • User-friendly electronic tools to satisfy filling
  • Assistance with obtaining necessary insurance carriers and/or service provider information
  • Complete form preparation, schedules, filling instructions and deadlines for submission
  • Full compliance with evolving regulations

HIPPA Compliance

  • Delivers compliance with HIPPA requirements and regulations for self-funded plans
  • Alleviate the burden of researching compliance needs, creating documentation, and more.
  • Provides easy-to-understand materials and direction for maintaining compliance with HIPAA Privacy and Security rules

Premium Only Plan (POP)

  • Plan enrollment and implementation with a simple set-up kit (online or paper) including administration manual and quick reference guide
  • Plan design consultation and review, including Section 125 Plan Document, SPD, annual Non-Discrimination assessment
  • Client communications including TASC blogs and newsletter
  • Includes and Audit Guarantee