Compliance Checklist

Home   ›   Documents   ›   Compliance Checklist

If you sponsor group health and welfare benefits, you have to comply with a large number of legal requirements. Luckily, EZ ERISAPlan's Compliance Checklist allows you to assess your legal obligations with your Broker and receive a comprehensive, searchable Report with action steps to make sure you are fully compliant!

With your EZ ERISAPlan Compliance Checklist, you will:

  • Conduct a Step-by-Step Assessment of your Compliance Obligations
  • Receive a Searchable Report of your Results and Action Items to Help Ensure that you are in Compliance

FAQs - Compliance Checklist

What topics are covered as a part of this assessment?

EZ ERISA's Compliance Checklist covers such topics as:

  • Mandatory Plan Documentation, such as the ERISA Wrap Document, Summary of Benefits and Coverage (“SBC”), Internal Revenue Code Section 125 Cafeteria Plan and Health Reimbursement Account (“HRA”).
  • Required Reporting, Disclosures and Notices, including IRS Form 5500s, Summary of Annual Report (“SAR”) and Open Enrollment Communications.
  • Continuing Coverage Requirements, such as the Consolidated Omnibus Budget Reconciliation Act (COBRA)
  • The Affordable Care Act (“ACA”)
  • IRS Mandate Reporting
  • The Health Information Portability and Accountability Act of 1996 (“HIPAA”) and Health Information Technology for Economic and Clinical Health Act of 2009 (“HITECH”)
  • The Family Medical Leave Act (“FMLA”)

What happens now?

After you complete the Compliance Checklist, you will receive a comprehensive Report with your Results and a list of Action Items to assist you. The Report is searchable to guide you through the actions you need to take to rectify any compliance lapses. It also serves as a handy, easy-to-navigate reference on all health and welfare compliance matters!


Ways to Subscribe

Submit Your Question Contact our technical department by email and we will respond to your inquiry with the proper assistance as soon as possible.
Browse Knowledge Base Find answers to questions that other professionals may have had.
By Phone Call us toll free at 800-975-7152