Compliance

Form 5500 Reports - We will assist you in obtaining Schedule A forms, review the necessary information and help with the completion of signature-ready 5500 reports.

Wrap Summary Plan Description (SPD) and Plan Documents - We can assist you in the preparation of Wrap SPDs and Plan Documents in accordance with ERISA requirements.

EAP Assistance - We design Employee Assistance Plans that give employees and their family members access to confidential personal counseling.

Legislative & Compliance Updates - We will notify you of any newly passed federal or state legislation or upcoming deadlines impacting your benefits plan.

HR Support - We partner with a leading HR consulting firm for day-to-day HR decisions and emergency HR management. Their highly trained and experienced specialists can provide quick answers to questions including pre-termination planning, employee discipline, management issues, vacation and other policy questions, and conflict resolutions.