Compliance Audit
A full review of your benefits compliance against IRS and DOL requirements — so you find the gaps before an auditor does, and avoid the penalties.
Why most employers are exposed
ERISA, ACA, COBRA, Section 125, HIPAA, and the required notices add up to a compliance burden most employers are quietly out of step with — usually without knowing it. The first time many find out is during an audit.
What the audit covers
We review your plan documents, required notices, filings, and processes against current IRS and DOL requirements, then hand you a clear list of what's missing and what to fix — prioritized by risk.
No cost, real value
The compliance review is free. It's how we show what working with us looks like — and it consistently surfaces gaps that would cost far more to discover the hard way.
Want this handled for your team?
A free review shows you exactly where you stand — in plain English, no obligation.