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!
WHCRA and ACA FAQs: Key Takeaways
On October 21, 2024, new FAQs on the Affordable Care Act (ACA) and the Women’s Health and Cancer Rights Act (WHCRA) were issued, providing critical
Spooky Compliance Monsters: Common Compliance Errors During Open Enrollment
As the chilling winds of October sweep in, it’s time for the spookiest event of the year: Open Enrollment. Don’t let your benefits decisions haunt
IRS Ruling on 401(k) Discretionary Contributions
On August 23, 2024, the IRS gave its approval to a novel arrangement in which employees participating in their employer’s 401(k) plan would be permitted
MHPAEA Final Rule: New Compliance Requirements for Employers Starting 2025
MHPAEA Final Rule: New Compliance Requirements for Employers Starting 2025 Recently, the U.S. Departments of Labor (DOL), Health and Human Services (HHS), and the Treasury