We help Long Island employers stay organized, reduce compliance risk, and keep filings on track.
From Form 5500 preparation to plan documents and audit coordination, we run point on the process so your HR team can focus on people, not paperwork.
Concrete compliance support for Long Island employers
We gather the necessary data, prepare signature-ready drafts for your review, and track filing deadlines. You review, approve, and submit.
We coordinate plan document updates when your plans change, help ensure SPDs reflect current terms, and provide distribution guidance.
We track notice requirements, prepare templates, and provide guidance on timing and distribution for mandated employee communications.
If you receive a DOL or IRS inquiry, we help gather documents, track deadlines, and coordinate with counsel as needed. We guide you through the process.
For cafeteria plans, HSAs, and other arrangements requiring annual testing, we coordinate the process and help address any issues identified.
For applicable large employers, we help with 1094-C and 1095-C preparation and tracking. Signature-ready forms prepared for your review and submission.
A straightforward approach to compliance support
We review your current plans and documents, identify what's needed, and request the necessary information.
We build a calendar of deadlines and responsibilities so nothing falls through the cracks.
We prepare signature-ready drafts for your review. You approve before anything is finalized.
Questions, reminders, coordination with vendors—we stay engaged throughout the year.
Clear expectations for a smooth process
Areas we support for Long Island employers
Receiving a letter from the DOL or IRS can be stressful. We help you respond methodically and reduce risk.
We want to be clear about what we do so there are no surprises.
We provide: Guidance, coordination, document preparation, deadline tracking, and ongoing support to help you stay organized around benefits compliance.
For legal matters, we coordinate with independent ERISA counsel as needed. This keeps you supported while ensuring you have proper legal representation when the situation calls for it.
Issues we help Long Island employers navigate
Missing a Form 5500 or ACA filing deadline can result in significant penalties. We track deadlines and send reminders so nothing slips.
Approaching 50 employees? Expanding to new states? M&A activity? These transitions create compliance complexity we help you navigate.
When you change carriers, add benefits, or modify plan design, documents and notices need to be updated. We coordinate the process.
