Resources

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

Explore our tools and checklists.

CHECKLIST
Fiduciary Checklist for Group Health Plans

Fiduciary Checklist for Group Health Plans

This checklist is for fiduciaries designed with HIPAA, ERISA, and CAA regulations in mind.

FLYER
Cybersecurity: Threats and Solutions

Cybersecurity: Threats and Solutions

Cybersecurity is crucial....HIPAA10 can help!

 

CHECKLIST
How to Rock Open Enrollment

How to Rock Open Enrollment

Everything you need to rock OE, even a handy checklist!

 

POSTER
HIPAA Pitfalls:  Do This, Not That!

HIPAA Pitfalls: Do This, Not That!

5 quick tips for staying HIPAA compliant during busy seasons. Great to hang in a common area!

FLYER
Fines & Penalties

Fines & Penalties

Fail to Comply? 
The fines will be high!

 

 

CHECKLIST
HIPAA Annual Checklist

HIPAA Annual Checklist

So much can happen in a year - review your HIPAA materials annually!

 

CHECKLIST
What to Expect from a DOL Audit

What to Expect from a DOL Audit

Prepare before a DOLS with this step-by-step checklist.

GUIDE
PII vs. PHI Guide

PII vs. PHI Guide

Understand the difference in PII and PHI.


 

CHECKLIST
Notices and Disclosures Checklist

Notices and Disclosures Checklist

Do you know what to distribute and when?

CHART
What Happens When You Change Funding

What Happens When You Change Funding

When plan funding changes, so do compliance responsibilities.

CASE STUDY
The Richards Group Case Study

The Richards Group Case Study

How one of our rockstar partners used The Dashboard in a DOL investigation.


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