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Brokerage Services for Insurance and Employee Benefits
PCI Compliance – Similar to Cyber Security, our PCI compliance department is known nationally to prevent or
control losses as it pertains to credit cards.
Retirement Audit – As you merge existing practices into Bradley Arant Boult Cummings, many times you will
come across the issue of having multiple retirement plans needing to be merged. This is a complex exercise
ripe with penalties when performed incorrectly. Our team walks you step-by-step through the process.
In addition, we provide the following resources:
Regulatory Affairs and Compliance
In-house Regulatory Affairs Attorney and Staff
Assist with federal, state and local requirements (COBRA, FMLA, ACA, etc.)
Provide proactive updates on pending legislative issues with required actions / impact(s) identified
Provide “For Your Benefit Booklet” for HR Department and staff
Compliance checklists and review Regulatory Compliance Calendar
Regulatory Updates – “Benefit Beat”
Time Sensitive Communications – “At Issue”
Periodic and timely access to webcast and compliance sessions
Annual HIPAA Privacy and Security training webinar to comply with employer’s annual compliance
Health Care Reform Regulatory Updates
CBIZ EMPLOYEE SERVICES ORGANIZATION
Provide assistance with ERISA compliance, including needed document(s)
Review or arrange non-discrimination testing for all applicable plan(s)
Review Regulatory Compliance Calendar
Annual Form 5500s requirement for completeness and compliance
HEALTH CARE REFORM
Health Care Reform Analyzer (if needed).
Make recommendations on appropriate 1094/1095 software
Regulatory updates and webinars upon changes to requirements