Included in the ERISA eSolutions Package
Compliance Assessment & Dashboard
The compliance assessment and dashboard feature helps employers determine their overall risk assessment and supplies a list of missing compliance items. The reminder system and dashboard will help to make sure you don’t forget an important piece of information. Brokers are welcome to use this for preliminary meeting with potential clients.
Summary of Material Modification (SMM)
29 CFR § 2520.104b-3 – Summary of material modifications to the plan and changes in the information required to be included in the summary plan description. Now you can easily communicate benefit changes.
125 Premium Only Plan (POP)
Create, store and edit documents in our web-based document center. Clients and insurance brokers can have customized access to all documentation.
Generate customized all-in-one annual employee notices such as Medicare Part D, CHIP, WHCRA, HIPAA, Initial COBRA, Health Exchange, etc.
Receive HIPAA policies, compliance checklist, requirements training, forms, and documents to be HIPAA compliant.
Employment Law Updates & Reminders
Stay informed of federal and state employment law changes, due to date reminders, and needed employer actions.
Health Exchange Notice
Our Web-based system automatically creates and emails this notice for distribution.