Client Resources

Employee Handbook Creation or Reconstruction

An employee handbook is an important communication tool between you and your employees. There is a lot of information that goes into an employee handbook and can be overwhelming to start. Not only that, but updating employee handbooks is extremely important. Clear explanations are needed and should explain your expectations and employees rights.

Wrap Documents

ERISA requires group health plans to have a plan document and a summary plan description in place. Most employers believe their insurance carrier contract will suffice. Most do not satisfy the requirements under ERISA. Having a wrap document in place protects you and supplements any of the information that is missing between the two. It is extremely important to ensure you have all the required information under ERISA to maintain compliance

Compliance Audit

By 2018 the Department of Labor intends to audit every business in the US. They have increased their number of auditors and are now auditing businesses regardless of complaints. The list of required documents and notices is long. The fines that can be assessed for not complying are heavy. Our free initial compliance consultation will give you a good idea where you stand. We have the resources to make sure you are compliant and will be ready when the DOL knocks on your door.

Benefit Reports

Reporting is time consuming but having a system to record all the necessary information you need on a daily, weekly or monthly basis is vital. Census information is commonly used for benefits administration and being able to print reports with the push of a button saves time and money. The reporting requirements have greatly increased with healthcare reform so having a system that generates reports with ease is imperative.

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HIPAA/ERISA Compliance

Maintaining ERISA and HIPAA Compliance can seem like an overwhelming task. It’s our goal to ensure you maintain compliance within HIPAA and ERISA to avoid government penalties and even employee lawsuits.

Non Discrimination Testing

In order to qualify for tax favored status, a benefit plan must not discriminate in favor of highly compensated employees. In order to comply, annual tests must be performed the results documented for each benefit plan.

5500 Preparation

We can help prepare your Form 5500’s which is the annual reporting of certain pension and welfare benefit plans and required by the U.S. Department of Labor. It contains information about a plan’s financial conditions, investments and operations.