Insurance Consulting & Brokerage 215.421.5847 linkedin linkedin


Our consultants will review your plans and documents in order to provide you with an initial compliance assessment.

We will work with your team to assist in the development and drafting of any filings and documents that are outstanding including:

  • PPACA disclosures
  • Form 5500 and Summary Annual Report disclosures
  • Plan documents and Summary Plan descriptions
  • Wrap documents
  • FMLA
  • Medicare Part D filings

We will provide your team with regular compliance notifications, including articles, legal revisions, and carrier updates.