business people working on projectDeveloping the right benefit plan is only part of our service.

After we help you design and implement your ideal benefit package, we continue the process by streamlining many of your day-to-day administrative functions associated with your coverage.

Below is a sampling of the services and compliance documentation we provide, either directly or through relationships with third party vendors. This is to ensure your benefit plan runs smoothly and to help you avoid costly compliance errors.
  • Customized wrap document
  • SMM and SAR
  • Notices
  • Record Keeping
  • 5500 filings
  • Monitoring report
  • Enrollment notification and assistance
  • Premiums collections
  • Communications
  • Filings
  • Assist with claims
  • Monitoring reports
  • Ensure proper authorizations are obtained for release of any Private Health Information (PHI)
  • Ensure employees’ information and claims are kept HIPAA-protected in compliance with HIPAA
  • Monitoring reports for employers

As part of our comprehensive employee benefits services, we help you navigate the new rules of the Affordable Care Act (ACA).  We provide you with expert guidance, complex analysis, tracking and reporting, in addition to the documentation you need to be compliant with the constantly changing regulations of the ACA.  Please visit our page on Healthcare Reform for more information, or fill out our contact form located on the right of this page.

  • FMLA
  • FSA, HSA, HRA Administration (Section 125 Administration)