The IRS and Dept. of Labor require a current, compliant Plan Document and Summary Plan Description before tax free benefits can be offered.
Our management team, which includes an attorney and accounting firm, have extensive experience managing and administering benefit solutions.
With our support you can be sure your plan is in compliance and meets all IRS and Dept. of Labor requirements.
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HHS has updated its model Notice of Privacy Practices (NPP) materials to help covered entities and business associates comply with the Part 2 related NPP requirements that became enforceable on February 16, 2026.
02/26/2026
Many federal laws create mandates that may apply to your group health plan.
12/18/2025
The IRS has announced that it intends to issue proposed regulations regarding Trump Accounts (TAs)
12/11/2025
QUESTION: We are reviewing the SPD procedures for our ERISA health and welfare plans and need some guidance. Who must receive SPDs for these plans?
12/02/2025
QUESTION: We understand there is a small employer exception to COBRA for employers with fewer than 20 employees. What employees should we count for purposes of this exception?
12/02/2025