Our Process

Ongoing Service and Monitoring

Compliance and Regulatory Support

Compliance in the insurance and financial business arena is challenging because the regulatory requirements are complex and ever-changing, particularly in this age of health reform. Through Benefits Partners, we have a dedicated compliance team including industry attorneys that we can call on to help with any complex compliance or regulatory questions. Their expertise includes a wide variety of benefits compliance topics, including health reform, COBRA, HIPAA, ERISA and FMLA. Other compliance support services we offer include;


  • Biweekly Compliance Corner Email newsletter that includes federal and state updates
  • Compliance Checklist – Highlights basic group health and pension plan reporting and disclosure responsibilities, including:
    • Compliance requirements and timelines
    • Regulation and penalty information
    • Model language for required communications
  • Health Reform Resources and Tools – Includes white papers and other guidance on this very important topic, as well as modeling tools and calculators


Knowledge Sharing

Throughout the year, we will share various information resources with you to help keep you informed on trends in employee benefits, retirement and human resources. In addition to the biweekly Compliance Corner and HRFocus webinars, our ongoing communication resources include a bimonthly HR newsletter, our annual Corporate Benefits Brief and additional special edition newsletters and industry white papers.The key to any successful partnership is ongoing communication. We will meet with you throughout the year to evaluate the success of the benefit plan strategies we have put in place, and address any needed change. We maintain open communication with you throughout the year in order to understand any ongoing concerns and prepare for the next renewal. We are here for you at any time to assist you and your employees in any way we can.