ERISA/Compliance Services

In addition to our regular updates and our health care reform website, healthreformupdates.com, we offer employee benefit plan compliance assistance, practical compliance advice for real-life benefits situations, sample employee benefits notices and forms, and model plan documents and summary plan descriptions. We will provide the following:

  1. Timely updates explaining recent legal changes affecting your benefit plans.
  2. “Wrap-around” plan document.
  3. Help with plan amendments and SPDs.

SEMINAR TOPICS:

  1. Health Care Reform
  2. Legal Updates Affecting Benefits
  3. Wrap-around Documents & Summary Plan Descriptions
  4. HIPAA Privacy & Security

Sample Forms & Documents:

  1. Wrap-around Plan Document
  2. Summary Plan Description
  3. Affidavit of Dependent Tax Status
  4. HC Amendments for Medical Plans and 125 Plans