Compliance, documentation, and benefits administration handled in-house — the work most employers pay a TPA for, done as part of the relationship.
ERISA wraps, ACA filings, Section 125, NDT, employee handbooks — the compliance burden is real, and most brokers hand it back to you or push you to a third-party administrator who charges for every document.
We built our own compliance tooling and handle this work in-house, at no extra cost. It's the difference between a broker who sells you a policy and a partner who keeps you compliant and audit-ready year-round.
— Eric LaVorgna, Founder & Principal
From the documents the DOL expects to the day-to-day work of running a benefits program.
Your benefits department, on demand.
Pay equity, surveys, and plan design.
1094/1095 filing and affordability testing.
Free file review with action items.
Drafted and maintained in-house.
Drafted and updated annually.
Our free audit shows you the gaps before an auditor does — no obligation.