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Brokerage Services for Insurance and Employee Benefits
Exceptions / Deviations
CBIZ is unique in our ability to provide compliance services. Our team consists of our ERISA Attorney, Benefits
Experts, Actuarial department, Pharm-D, the Liability Department, Accounting Division, and Risk Advisory Services.
We are the Nation’s only entity with all these resources under one roof. With CBIZ’s foundation beginning in the
Medical Practice industry, our knowledge base specifically fits the billed needs for Summit Medical Group. Our team
will begin with a meeting outlining all business related activities your Practice provides with a timeline-based
approach as a follow-up. The following tools are utilized:
Benefits Compliance Checklist – Details all reporting, communications, and other compliance requirements
as deemed necessary by the DOL and IRS.
a. Employs our Benefit Experts, ERISA Attorney, Actuary, and Cafeteria Plan Auditor
Cyber Security – We have a combined division between our Risk Advisory Services and Liability department
to do a full review on your Cyber Security measures with recommendations made following the audit.
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 Summit Medical Group, 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.
Medical Practice Specific Compliance – Anytime you have a situation where you are the Employer as well as
the Provider, there is an opportunity for lack of compliance. With our team’s expertise in the HealthCare
industry, we understand all of the dos and don’ts as it pertains to how you can and cannot bill for services
provided at your own practice.
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”