Our Bundled Services

Provide employers with a complete compliance package tailored to meet individual needs and provide audit readiness. We simplify and streamline your compliance obligations, minimizing risk and giving you peace of mind.

Compliance Bundle

Purchase Services Individually


  • Initial Compliance
    Assessment


  • Dedicated Client
    Success Manager


  • Plan Document &
    SPD Services


  • Annual Notice &
    Disclosure Package


  • PCORI Filing Assistance
    (if needed)


  • Compliance
    Alerts


  • Compliance
    Webinars


  • HIPAA Privacy &
    Security Policies


  • HIPAA
    Employee Training


  • Form 5500
    Filing & SAR


  • Waiver of COBRA


  • Initial Compliance
    Assessment


  • Dedicated Client
    Success Manager


  • Plan Document &
    SPD Services


  • Annual Notice &
    Disclosure Package


  • PCORI Filing Assistance
    (if needed)


  • Compliance
    Alerts


  • Compliance
    Webinars


  • HIPAA Privacy &
    Security Policies


  • HIPAA
    Employee Training


  • Form 5500
    Filing & SAR


  • Waiver of COBRA
    Implementation Fee


  • Initial Compliance
    Assessment


  • Dedicated Client
    Success Manager


  • Plan Document &
    SPD Services


  • Annual Notice &
    Disclosure Package


  • PCORI Filing Assistance
    (if needed)


  • Compliance
    Alerts


  • Compliance
    Webinars


  • HIPAA Privacy &
    Security Policies


  • HIPAA
    Employee Training


  • Form 5500
    Filing & SAR


  • Waiver of COBRA
    Implementation Fee

*Services include ERISA compliant ERISA Wrap Document, SPD and Section 125 Premium Only Cafeteria Plan.

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Frequently Asked Questions

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We’re a global consultancy that helps the world’s most ambitious change makers define the future. Across 59 offices in 37 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition and redefine industries.

Lorem Ipsum is simply dummy text of the printing and typesetting industry.?

We’re a global consultancy that helps the world’s most ambitious change makers define the future. Across 59 offices in 37 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition and redefine industries.

Lorem Ipsum is simply dummy text of the printing and typesetting industry.?

We’re a global consultancy that helps the world’s most ambitious change makers define the future. Across 59 offices in 37 countries, we work alongside our clients as one team with a shared ambition to achieve extraordinary results, outperform the competition and redefine industries.