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.
Cybersecurity: Threats and Solutions
Cybersecurity is crucial....HIPAA10 can help!
How to Rock Open Enrollment
Everything you need to rock OE, even a handy checklist!
HIPAA Pitfalls: Do This, Not That!
5 quick tips for staying HIPAA compliant during busy seasons. Great to hang in a common area!
Fines & Penalties
Fail to Comply?
The fines will be high!
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.
PII vs. PHI Guide
Understand the difference in PII and PHI.
Notices and Disclosures Checklist
Do you know what to distribute and when?
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!
Valentine’s Day Reminder: Creditable Coverage Disclosure to CMS
As Valentine’s Day approaches, love and fun are in the air, but so are important compliance deadlines! Plan sponsors must submit their Medicare Part D
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