One of the most valuable services we provide is peace of mind, as we ensure the utmost integrity and compliance of your plans and services in the legally complex industry of benefits.

  • 5500s - signature ready
  • Compliance manuals
  • COBRA administration
  • Webcasts, alerts, Legislative updates
  • Annual compliance notices
  • Direct attorney  consultation
  • Health care reform financial analysis
  • Discrimination testing
  • In-person seminars / Client trainings (more than 300 to chose from)
  • Plan and SPD drafting and review
  • Compliance audits
  • ERISA counsel