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!
New York’s Paid Prenatal Leave Law: What to Know
What You Need to Know: New York’s Paid Prenatal Leave Law As of January 1, 2025, the New York Paid Prenatal Leave Law officially went
New Requirements for ACA Forms 1095-B and 1095-C
Introduction The Affordable Care Act (ACA) requires employers to report health coverage details for employees. This is done through Forms 1095-B and 1095-C. Recently signed
Your Plan Year Playbook: Winning Compliance Strategies
Ah, the new plan year—clean slate and full of new opportunities. Setting the stage now means fewer headaches and more high-fives later. Here’s how to
IRS Issues Guidance on Coverage of Contraceptives and Other Preventive Services and Supplies
The IRS has recently released two notices that change the rules on whether and how certain employer-sponsored health plans can cover the cost of male