Legal & Compliance
Our in-house legal and compliance team helps plans stay prepared, reduce risk, and keep important requirements moving with clarity and confidence.
Expert guidance, built into the details
Compliance works best when it’s not treated like a one-time task. We help plans stay organized, documented, and ready for what’s next with support that connects legal expertise to day-to-day administration.
ERISA attorneys
Our in-house ERISA attorneys provide guidance on plan requirements, regulatory questions, and the legal details that keep self-funded plans on solid ground.
Summary Plan Descriptions (SPD), Summary Benefits & Coverage (SBC)
We develop, review, and support Summary Plan Descriptions and Summary Benefits & Coverage documents, including bilingual versions, so plan materials reflect how the plan actually works and are easier for members to understand.
ACA reporting tool
We help simplify ACA compliance and annual reporting with the tools, process, and follow-through needed to keep reporting on track.
Legal support & expertise
Ongoing guidance to help employers and brokers stay aligned with federal and state healthcare regulations.
Subrogation services
We proactively identify and pursue third-party liability opportunities to help recover plan costs and protect plan assets.
Non-discrimination testing and NQTL testing
We support plans through complex mental health parity and nonquantitative treatment limitation requirements with careful review and practical compliance guidance.
Medicare Part D letters and compliance
We support Medicare Part D notices and compliance requirements so important details do not fall through the cracks.
Out-of-Network and IDR strategy
We help plans navigate out-of-network claim issues and independent dispute resolution with an in-house strategy focused on reducing avoidable risk and unnecessary spend.
Point solution risk review
We help clients evaluate point solution vendors with a compliance-minded lens, including data security, AI use, privacy, and operational risk.
Let’s make compliance less complicated
Connect with our team to learn how we help protect plans, reduce risk, and keep compliance moving with more clarity and less guesswork.
