FINAL Summit Medical Group RFP

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Brokerage Services for Insurance and Employee Benefits
 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
 Health Care Reform Analyzer (if needed).
 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 (if applicable).
o Immediately determine if Annual Filings should be made
While the lists above are not all encompassing, it is a summation of the services we deem important for Summit
Medical Group. Please note, some of these services not related to benefits will include a nominal fee.