balanced-coverage

Legal Services

To stay on top of a constantly evolving market, we have partnered with a top-ranked, national full-service law firm. Our partner is known throughout the industry for their knowledge and experience as they routinely deliver assistance with issues relating to welfare compliance.
In an effort to stay on top of a constantly evolving market, SEPG has partnered with a top-ranked, national full-service law firm with 400 attorneys in 7 different cities.  This law firm consists of approximately 25 professionals dedicated to providing 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 welfare 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
  • COBRA
  • 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