Compliance & Legislative Support

Corporate Benefit Advisors, Inc. legislative and compliance services* provide our clients with day-to-day support with the management and administration of your benefit plans. We offer technical guidance, document and filing review and preparation, education and communication, including:

  • Initial regulatory compliance assessment and reports
  • Recommendations and hands-on assistance to help close compliance gaps
  • Carrier contract review
  • Preparation of Form 5500, including completion of Summary Annual Report disclosures
  • Preparation of plan documents and Summary Plan Descriptions
  • Preparation of wrap documents
  • Webcasts and other educational sessions
  • Day-to-day regulatory compliance research and support
  • Information and administrative guidance
  • Communications and notices
  • Legislative BriefWebinars and education
  • Resource documents and templates
  • Monitoring and notice of state and federal legislation, including:
    • Healthcare reform
    • Eligibility rules
    • Coverage mandates
    • Notification and filing requirements
    • COBRA
    • ERISA
    • FMLA
    • HIPAA
    • USERRA
    • And more

*National Financial Partners, Corp., its affiliates and subsidiaries do not offer tax or legal advice.  Please seek appropriate counsel.