Resources
Our downloadable resources provide practical guidance and tools to help make your compliance journey simpler.
Explore our tools and checklists.

Fiduciary Checklist for Group Health Plans
This checklist is for fiduciaries designed with HIPAA, ERISA, and CAA regulations in mind.



HIPAA Pitfalls: Do This, Not That!
5 quick tips for staying HIPAA compliant during busy seasons. Great to hang in a common area!


HIPAA Annual Checklist
So much can happen in a year - review your HIPAA materials annually!
What to Expect from a DOL Audit
Prepare before a DOLS with this step-by-step checklist.



What Happens When You Change Funding
When plan funding changes, so do compliance responsibilities.

The Richards Group Case Study
How one of our rockstar partners used The Dashboard in a DOL investigation.
ComplianceDashboard
Access upcoming and on-demand webinars
Discover our lineup of webinars and events, designed to empower and inspire you. Don’t miss out!

What’s Going on With Maryland’s Paid Family Leave Insurance (FAMLI) Program?
Big news from Maryland: The implementation of the state’s Family and Medical Leave Insurance (“FAMLI”) program has just been officially delayed. While we were previously

HHS Workforce Reduction: What It Means for HIPAA and ERISA Compliance
The White House has recently announced that HHS is reorganizing and will reduce its workforce by 20,000 employees. This is in addition to the reported

IRS Gives Green Light on New Forms 1095-B and 1095-C Rules
What HR Professionals and Insurance Brokers Need to Know About Notice 2025-15 The IRS recently released Notice 2025-15, clarifying how employers may comply with the

ERISA Ruling Emphasizes the Need for Detailed Denial Notices
Recent ERISA Ruling In Doe v. Deloitte LLP Grp. Ins. Plan, the Southern District of New York recently ruled for the plaintiff and gave insight