Do you want to spend less time and effort addressing benefits plan compliance and legal requirements? You can trust our compliance team to advise you on trends, requirements and legal changes—helping you act as needed, when needed.
Survival Guide
Tracy has spent a decade working in compliance, previously working coast-to-coast in numerous employee benefit consulting roles, including long stints for two of the largest brokerage firms in the world. As a Certified Employee Benefits Specialist, she guides our clients through the complex world of compliance.
Webinars & Workshops
We host regular compliance webinars, including an annual HIPAA training presented in conjunction with our attorneys, legal partners and other community leaders. Local workshops help educate our clients on various topics of interest and areas of focus within the insurance industry and legal community. Join the conversation by listening to our library of past compliance-related webinars.
Our Compliance Check blogs and emails inform you about major changes in employee benefits law. We take special care to simplify complicated legal guidance into easy to follow alerts that typically include executive summaries and employer action items.
When you become our client, you’ll have access to a collection of compliance-specific content partners, tools, briefs, employee communications, sample policies and more—the resources that help keep you informed.
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Compliance Audits
Insights
Compliance ✔- COVID-19 Vaccine Coverage Required
The Coronavirus Aid, Relief and Economic Security (CARES) Act requires non-grandfathered group health plans to cover qualifying COVID-19 preventive services, including COVID-19 immunizations, without cost sharing. A final rule was issued to implement this requirement...
Compliance ✔- 2021 Health FSA Limits and More
The IRS kept the Health FSA limit at $2,750 for 2021. For cafeteria plans that allow participants to carryover unused amounts, the maximum carryover is $550. If an employer's existing cafeteria plan document permits employees to elect up to $2,750, no plan amendment...
Compliance ✔- 2020 Forms 1094/1095 and Instructions
The IRS released the final version of Forms 1094-C, 1095-C, 1094-B, 1095-B and Instructions (for C Forms and B Forms). These forms are used by employers and other reporting entities who are subject to the Affordable Care Act's health coverage reporting requirements...