our in-house compliance team is ready to work for you and your clients
We are the only General Agency with a team of in-house experts to assist you and your clients with compliance-related matters, employer reporting, and complex regulations. We’ll help you navigate the uncertainty of changing laws affecting you, your business, and your clients.
Employer Reporting Assistance
Help your clients with vital Internal Revenue Service (IRS) reporting and compliance-related services like mandated employer letters, ERISA Wrap documents, Form 5500 preparation and filing, and more.
HR Support and TPA Services
We offer a range of human resources-related assistance and third-party administrative services, including an HRIS system with Online Enrollment solutions, COBRA administration, Premium Only Plans, and Flexible Spending Accounts.
Business Development + Retention
We’ll help you build — and retain — more business when you’re able to assist clients stay ahead of trends, changes, and updates. Best of all, you have full access to our in-house Compliance team and ACA support resources at no cost.