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The big stuff. The boring stuff. The necessary stuff.

Employee benefits is an arena flooded with regulatory requirements, financial risk, and industry fluctuations that can expose a company hundreds to thousands of dollars in penalties, fines, legal fees, and unnecessary costs.

We have the experience, resources, qualifications, and dedication to protect our clients from potential pitfalls that can threaten your organization.

Employer reporting and notice responsibilities under all benefit governing agencies are vast, complex, and ever changing. We audit your compliance requirements to make sure every aspect of the requirements is in place and current.


We make sure timelines are met. We make sure our clients have the most current, new, and emerging legislation.

We do not want you to worry. We take care of you. We have the knowledge and resources. We are the resources, and we exploit outside legal resources, too.


  • 5500 reporting and coordination, schedule A tracking
  • PCORI calculations
  • Medicare D notices
  • ACA tracking
  • 1094-C, 1095-C reporting
  • State specific paid leave programs
  • Pregnant Workers Fairness Act “FWFA”
  • Cobra
  • Bona fide wellness program compliance
  • All required annual government notices
  • Required plan documents, SPD, Plan Document, SMM, Wrap Documents

We have your back. And your front. Oh, come on, let’s say top to bottom.