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Put your employee benefit compliance on auto-pilot.

We provide peace of mind, reducing your liability and making sure you are audit ready.

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Success Manager



  • FSA

    Allows employees to pay for eligible medical and/or daycare expenses out of their paycheck before it’s taxed.

  • HRA

    Employer funded accounts that help employees pay for their out-of-pocket medical expenses.

  • Direct Billing

    Employer provided benefits to self-paying retirees, former employees and employees on a leave of absence.

  • Commuter Benefits

    Allows employees to pay for parking and transit expenses out of their paycheck before it’s taxed.

  • HSA

    Triple tax advantaged individual savings account that allows both employee and employer contributions towards the costs of the employee’s out-of-pocket medical expenses.


    COBRA gives employees the right to continue their group health benefits after losing coverage because of a qualifying event.

  • ACA Reporting

    Forms 1094/1095 preparation and electronic filing.

  • Compliance Assessments

    Evaluation of compliance risks and audit readiness.

  • Plan Document/SPD & Disclosures

    ERISA Wrap Document, SPD and Section 125 Premium Only Cafeteria Plan.

  • Form 5500 & SAR

    – Annual preparation and electronic filing.

  • HIPAA Compliance

    Privacy and security policies and training.

  • Nondiscrimination Testing

    Includes Section 125 Cafeteria Plan Testing & Section 105(h) Testing for Self-Funded Group Health Plans.

  • ACA

    Affordable Care Act.


    Consolidated Omnibus Budget Reconciliation Act.


    Employee Retirement Income Security Act.

  • FMLA

    Family and Medical Leave Act.


    Health Insurance Portability and Accountability Act.


    Mental Health Parity and Addiction Equity Act.