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Compliance Documents

Through our compliance audit, we’ll show you what it takes to comply with the rules and regulations that apply to your business and benefits. We provide you with a customized checklist that will take you through each benefit’s compliance needs throughout the year. Not only do we compile the checklist, but we can also supply you with the documents you will need to complete it.

Checklists include:

  • Federal mandates
  • Plan reporting requirements
  • Plan document requirements
  • Required policies and procedures

For more information about our compliance checklist and how having one on hand can make managing your business simpler, contact us.