Compliance Solutions

Health and welfare benefit plan managers have a fiduciary duty to plan participants.

This means you must conduct your plan management activities in accordance with the fiduciary standard of care. It is easy to make a mistake or forget to perform a critical task. Even seemingly minor mistakes or omissions can result in massive penalties or fines, costly and time-consuming lawsuits, and even criminal prosecution.


Complimentary Services

  • Dedicated help desk
  • Compliance review
  • Consultation services
  • Strategic recommendations
  • Educational webinars
  • Legislative updates
  • Ongoing plan review

Enhanced Services

  • Legal and actuarial guidance
  • Actuarial pay or play analysis
  • Legal control group analysis
  • Workforce review and restructuring recommendations
  • Large employer status determination
  • Full-time determinations
  • Legal opinion letters
  • Measurement period consultation
  • Measurement period maintenance
  • Plan document reviews
  • Plan design and actuarial value estimates