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!

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

RxDC Reporting: What HR Pros and Brokers Need to Know
Understanding the RxDC Reporting Process The RxDC (Prescription Drug Data Collection) reporting process is established by federal regulation to promote greater transparency in healthcare spending.

2024 HIPAA Reproductive Privacy Rule Status Update
Navigating the maze of HIPAA compliance can feel overwhelming, especially as new challenges arise. In 2024 the Office of Civil Rights issued the Final Rule,

MD Family and Medical Leave Insurance Potential Delay
Maryland’s Paid Family and Medical Leave Insurance (FAMLI) program is facing a potential delay. The Maryland Department of Labor (MD DOL) has proposed extending the