This is a long-term relationship and we always have your best interests in mind

Compliance Solutions

Ongoing Services

No matter what the changing landscape of regulations may bring, we help you navigate a clear path to compliance.

Regulatory Requirements

State and federal regulations are ever-changing, but our year-round commitment to service ensures that your organization will always be prepared. Our services include:

  • Interpreting the effect of regulatory changes on your specific situation
  • Determining the steps necessary to stay or become compliant
  • Facilitating Form 5500 filings, employee notifications, discrimination testing, and more

We provide clients with access to an online Compliance Checklist. Our Checklist considers your organization’s size and specific benefits offerings, creating a customized roadmap and toolkit for structuring your compliance program.