Dedicated to Benefits Compliance

Section 125 Plan administration is a big deal. Plan documents need to stay current, and keeping on top of changing regulations can get confusing. You're counting on yourself to get it right, but that doesn't mean you need to go at it alone. We help our partners keep compliant with Section 125 so you can be confident in your benefits program.

Are you confident that your benefits program is compliant? We can:

  • Provide support to keep your Section 125 plan compliant
  • Monitor benefits-related legislative changes
  • Offer guided Dependent Verification Reviews (DVR)
  • Assist with employee benefits election forms
  • Help with major medical insurance waiver acknowledgements
  • Support your nondiscrimination testing
  • Provide retirement services like 403(b) plan administration 

   Keep post-enrollment priorities top of mind.

    Download this checklist. 

    Post-Enrollment Checklist

Check out these resources to learn more.