Legal Services

Complying with every aspect of employee protections is so complex, you may want legal advice. We partner with a leading national law firm to get you the right answers.

Our partner is known throughout the industry for their knowledge and experience as they routinely deliver assistance with issues relating to employer compliance. This law firm, with 400 attorneys in 7 different cities, consists of approximately 25 professionals dedicated to providing benefits counseling and assistance to employers of all sizes and industries.  They are ranked as one of the top Employee Benefits & Executive Compensation practices among the Legal 500.

We routinely deliver assistance with these issues relating to employer benefits plan compliance:

  • Plan Documentation and participant communications, including SPD’s, SBC’s and other required notices
  • Affordable Care Act compliance, including full-time employee issues, affordability, reporting and plan requirements
  • HIPAA privacy and security compliance and policy, including documentation, training, and breach reporting
  • Cafeteria plan compliance, including mid-year election change requests, grace periods and carry-overs
  • Wellness Programs, on-site medical clinics, and telemedicine
  • Mental Health Parity compliance
  • HSAs, including interaction with Medicare
  • Claims/Appeals, including both process and documentation
  • Domestic Partner Benefits
  • Spousal surcharges / eligibility rules
  • Nondiscrimination testing
  • ERISA status of voluntary benefits
  • IRS/DOL/HHS Audits
  • Required reporting, including Forms 5500, PCORI fee calculation, and Form 8928 of group health plan violations
  • Vendor contract review and negotiation
  • M&A activity, including due diligence, purchase agreement review and assistance with integration activities
  • ERISA litigation