We provide comprehensive consulting and reporting services to private employers faced with the complex challenge of navigating the highly complex legislative and regulatory environment for their health and other group employee benefit plans.
REFERENCE DOCUMENTS
ERISA "Wrap" Plan Documents
ERISA "Wrap" Summary Plan Descriptions
Evidence of Coverage "EOC" Certificates
Qualified Medical Child Support Orders
Cafeteria Plan Document
Health Care Reimbursement Plan Document
Dependent Care Reimbursement Plan Document
REQUIRED COMMUNICATIONS
Summary Plan Descriptions (SPD)
Summary Annual Report (SAR)
Cafeteria Plan Election Forms
Statement of Benefits and Coverages (SBC)
COBRA Election Forms
Special Enrollment Election Forms
Summary of Material Modifications (SMM)

ESSENTIAL PROCESSES
HITECH and HIPAA Privacy and Security Rules
Health Contingent Wellness Programs (EEOC)
Family Medical Leave Act (FMLA)
Americans With Disabilities Act as Amended (ADAAA)
REGULATORY FILINGS
Department of Labor (DOL) 5500 Form
Patient-Centered Outreach Research Institute (PCORI) Fee
Prohibited Transaction Exemption (PTE)
Department of Labor (DOL) Advisory Opinion
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