Compliance

Ensuring you remain compliant with employee benefits laws at both the state and federal level falls under the domain of our compliance specialists. We understand that compliance is an ongoing process that requires diligence on our end and yours. That’s why, throughout the year, our compliance team will provide you with useful resources and services, such as:

• Compliance audits
• Step-by-step instructions on filing requirements
• Checklists for all key processes
• Onsite training for timely topics
• Signature-ready 5500 and applicable Summary Annual Reports
• Access to an ERISA attorney for guidance on potential liability issues