COMPLIANCE

Section 125

All of our clients get a free Section 125 document.  A Section 125 document allows you to deduct premiums from your employees paychecks tax free.  If you currently have a Section 125, we will update it for you at no cost.  

COBRA Administration

Our fully integrated solution allows you to easily manage your COBRA.  Process your employee terminations online, and we take care of the rest.  

Annual Benefits Audit

We provide a free annual compliance audit to all our clients.  With the laws constantly changing, it's important to do an audit of your benefits on an annual basis.  Most employers don't realize the potential fines they could face if a real audit happened.  We help you catch any potential compliance issues before they become a problem.  

ERISA

ERISA is a federal law that covers administrative aspects of employee benefit and retirement plans. Most employers are subject to ERISA laws, and require certain ERISA documents, such as a "Wrap" plan document.  We make sure you have all the necessary ERISA documents.  

Nondiscrimination Testing

Many employers don't realize that they are discriminating.  Non-Discrimination rules are enforced by the IRS in an effort to make sure a benefit plan does not discriminate in favor of highly compensated employees.  We make sure your contribution strategy complies with these rules.  

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Compliance is a big part of managing your benefits.  Below are some of the compliance services we offer to our clients.  

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    4509 Bee Ridge Rd, Unit B

    Sarasota, FL 34233

    1-888-404-3121

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