Compliance Toolbox


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Notices & Disclosures


Distribution Timing:

When Eligible

Upon Enrollment

Annually

Upon Certain Events

Include in SPD

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ERISA Health Plan Requirements


Which of My Benefit Programs Are ERISA Plans?


Most Employers are Plan Administrators – Know the Requirements


Rules For Distributing Plan Materials Electronically

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Rules & Methods


Employee Counting Methods


Avoiding the Risk of Violating HIPAA’s Privacy Requirements


Indexed Limits and Fees

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Health & Welfare Flyers


Fines and Penalties for Noncompliance (ERISA Plans)


Fines and Penalties for Noncompliance (Non-ERISA Plans)

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ACA Flyers


1094/1095 Cheat Sheet


What Benefits Are Excepted From the ACA?


Checklist of ACA Requirements: 2010-2013


Checklist of ACA Requirements: 2014 & Beyond

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401(k) Flyers


Top Ten Action Items to Consider Regarding Your 401(k) Plan


Will Your 401(k) Plan Pass an Audit?