Regulatory and Compliance Resources

The labyrinth of regulations you are expected to navigate is increasingly overwhelming.  That’s why we offer a la carte regulatory and compliance resources to satisfy even the most complex needs.  From in-house staff who deliver ongoing updates on compliance and legislative issues to a nationally renowned legal team for expert advice, you are able to stay abreast of regulatory requirements while adhering to relevant laws and regulations affecting your business. 

Employer Policy and Program Audits

State and Federal

  • ERISA compliance
  • 5500 prep, (SPDs) Summary Plan Descriptions, plan documents, etc.
  • Compliance posters

Healthcare Reform

  • Updates
  • Employer mandate analysis
  • Fee and penalty analysis

Claim and Dependent Audits

HR and Legal Resource Center

Education and Training

  • Newsletters, bulletins, seminars, webinars

Talk to an advisor near you today or email us!

  • Bethlehem - 610.865.0261
  • Souderton - 215.703.6448
  • Pottsville - 570.622.7775
  • Wyomissing - 484.709.3315
  • Newtown - 215.321.9842

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