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Plan Administration & Legislative Compliance


There are countless rules and regulations governing employee benefit plans. Our expert team will help ensure that you are meeting your compliance obligations. We stay up to date, and will inform you of any laws or regulations that may affect your employee benefit program. Our compliance consulting services include:

  • Easy-to-read Legislative Briefs that summarize recent federal legislative developments in insurance and employee benefits.

  • Answers to common COBRA, FMLA, health care reform, HIPAA, HIPAA Privacy, Medicare Part D and Section 125 questions.
  • Commonly used forms in COBRA, FMLA, health care reform, HIPAA, HIPAA Privacy, Medicare Part D and Section 125 administration.
  • State-specific compliance materials, including COBRA, FMLA, disability laws, state mandates and more.
  • A community of knowledgeable colleagues from all over the country to share resources and information via an online interactive forum.

  • Our firm is committed to helping you with complex plan administration and legislative compliance, using a variety of internal and external resources. 

    Posting Center

    The Stalwart Posting Center allows a seamless exchange of information sharing from our agency to you. Accessible 24/7, postings from our agency are timely, relevant and easy to locate in one convenient place online.

    Employer Education

    Stay informed with the latest information as health care reform provisions take effect.

  • The Health Care Reform Timeline Chart provides an at-a-glance description of the major health care reform provisions affecting you and your employees.

  • The Health Care Reform: 2016 Compliance Checklist offers a quick way to ensure you are in compliance

  • Health Care Reform Toolkits give employers the information they need to navigate health care reform's compliance requirements. Separate versions are offered for large and small employers.

  • Health Care Reform Calculators

    Use these sophisticated calculators, which can help guide your decisions by modeling the estimated impact of health care reform on your business.

  • Our Health Care Reform Pay or Play Calculator determines what penalties your organization could be vulnerable to in 2015, and it estimates the potential penalty amounts.

  • The Health Care Reform Large Employer Calculator determines whether your organization is considered an applicable large employer under health care reform and therefore possibly subject to penalties.

  • Use the Health Care Reform Full-time Employee Tracker to determine which employees are full-time and must be offered coverage to avoid penalties under health care reform.

  • Our Section 6055 and 6056 Reporting Workbooks save you time by helping you record the information needed for reporting under Internal Revenue Code Section 6055 and 6056 in one place.

  • Use the Affordable Care Act - Cadillac Tax Calculator to identify which plans are likely to incur the excise tax, and even estimate the amount of any tax that could be owed as a result.

  • Employee Communications

    Your employees need health care reform communications that are easy to understand. Provide that with these articles, payroll stuffers and posters.

  • Health Care Reform: General Questions and Answers for Employees discusses commonly asked questions regarding how health care reform may affect your employees’ benefit plans.

  • Health Care Reform: What Does the Individual Mandate Mean to Me? informs your employees about the Affordable Care Act's individual mandate and how it affects them.

  • Health Care Reform: The Who, What and When takes a look at some of the major health care reform provisions that will take effect over the next decade.

  • Notices and Disclosures

    Never go searching for a model notice again. We have dozens of government-issued model notices and disclosures all in one place.

  • Model Creditable Coverage Disclosure Notice

  • Model Notice of Annual Limit Waiver

  • Model Notice for Grandfathered Plans
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