Compliance Checklist

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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

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