This checklist is designed to help review key reporting and notice requirements that may apply to your employer-sponsored group health plan under ERISA.
Diversified Group has an internal compliance department dedicated to monitoring ever-changing federal and state regulations to help clients control costs and understand the impact of proposed legislation. We offer a wide range of compliance services and are always available to help you navigate healthcare reform.
ERISA Compliance
Plan Document / SPD Preparation
Wrap Plan Document (for bundled benefit plans – both self-funded and fully-insured)
Material Modifications (Regulatory Plan Amendments)
Annual, Initial Enrollment Required Disclosures and Notices (templates and mailing service)
PACE Fiduciary Services (PHIA Group)
ACA Reporting
Exchange Notice
Assistance with Exchange Employer Notice of Right to Appeal Employee Subsidy
PCOR Fees (Calculation of fees and assistance with Form 720)
ACA Compliance Consulting
6055 and 6056 Reporting
Assistance with 1094-B and 1095-B Forms (Non-Applicable Large Employers under ACA)
Assistance with 1094-C and 1095-C Forms (Applicable Large Employers under ACA)
W-2 Cost of Health Coverage Reporting Assistance
HIPAA Privacy and Security
HIPAA Privacy and Security Consultation for Employers
Assistance and Templates for Employer HIPAA Privacy and Security Manuals
HIPAA Privacy and Security Training
Medicare Compliance
Medicare Part D Compliance
Medicare Part D Creditable (or Non-Creditable) Coverage Notices to Covered Individuals
Medicare Part D Creditable Coverage Disclosure to CMS
Medicare Secondary Payer (MSP) Compliance
Section 111 Reporting
Assistance with MSP Questionnaires
COBRA Administration
Mail Compliant Election and Other Required Notices to Qualified Beneficiaries (QBs) Homes Using USPS Confirmation of Mailing
Calculate Self-Funded Medical, Dental, Vision and/or HRA Coverage COBRA Rates
Provide QBs with Payment Coupons
Monitoring of COBRA Payments
Monthly Reporting to Employers of COBRA Offers, Elections, Payments and Terminations
105(h) Non-Discrimination Testing for Self-Funded Health Plans
Cafeteria Plan Administration
Health Flexible Spending Account (FSA) Claims Administration and Substantiation
Dependent Care Assistance Program (DCAP) Administration and Substantiation
Flex Debit Card
Mobile App and Member Website
Cafeteria Plan Documents Preparation (FSA, DCAP and Premium Conversion Plans)
Pre-Tax Election Forms
Cafeteria Plan Non-Discrimination Testing
Section 132 Plan Administration
Parking and/or Transportation Plan Claims Administration and Substantiation
An outline of the draft regulations for the Paid Family and Medical Leave law with pertinent information for employers concerning their obligations under the law.
A presentation created by our VP of Operations & Compliance, Dave Follansbee, which gives an overview of Medicare and explains the different ways it interacts with group health plans.
