New York employers operate under overlapping federal and state compliance requirements—ERISA, ACA, COBRA, as well as New York–specific rules such as Paid Family Leave and Disability Benefits Law. Missed deadlines, outdated notices, or inconsistent plan information can create regulatory and employee issues that surface long after decisions are made.

Compliance and benefits administration are inherently linked. The same plan details that define coverage also determine reporting, disclosures, and ongoing obligations. When these functions are handled together, requirements are tracked consistently and gaps are less likely to emerge. A coordinated approach keeps compliance organized, current, and defensible over time.

We Help You Stay Organized

Benefits compliance isn't a one-time task—it's an ongoing process with deadlines throughout the year. Form 5500 filings, required notices, plan document updates, COBRA administration. Each has its own timeline and requirements.

We coordinate the compliance process so your HR team isn't buried in regulatory paperwork. When something needs your attention, we flag it. When deadlines approach, we remind you. When you're unsure about a requirement, we help you figure it out.

Important: We provide compliance coordination and guidance, not legal advice. When situations require legal counsel, we can connect you with an ERISA attorney who understands employee benefits law.

What We Help With

Key compliance areas for benefits programs

COBRA administration coordination
ACA reporting support (applicable large employers)
New York Paid Family Leave and DBL coordination
Compliance calendar and deadline tracking
Regulatory updates and alerts

When to Reach Out

Situations where compliance guidance is helpful

You received a DOL or IRS letter or audit notice
You're approaching 50 employees (ACA threshold)
You changed plans or carriers and need documents updated
You're unsure about a filing deadline
Your plan documents haven't been reviewed recently
HR is overwhelmed by benefits-related administrative tasks

Employers Who Want Compliance Handled

Compliance support makes sense for employers who don't have the internal bandwidth to track every benefits-related deadline and requirement. It's particularly valuable during transitions—plan changes, company growth, carrier switches—when compliance tasks multiply.

This is most valuable when:

  • You're growing and compliance requirements are increasing
  • Your HR team doesn't have time to track every deadline
  • You're not confident your plan documents are current
  • You want someone to coordinate compliance rather than manage it yourself

Professional services firms, medical practices, and other employers across Nassau and Suffolk often reach us when they realize how much compliance work is involved in maintaining a benefits program—and how much easier it is when someone else coordinates it.

Go Deeper

Detailed compliance services

ERISA Services

Form 5500 support, plan documents, required notices, audit coordination, and more. See the full scope of ERISA-related compliance services.

Learn More

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Tell us what's going on. We'll help you figure out what applies to your situation and what needs attention.

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Questions About Compliance?

We're based in Melville and work with employers across Long Island. Let's talk about keeping your benefits program compliant.

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