Stay in Compliance

ERISA, HIPAA, COBRA, FSA, HRA, HSA...The world of benefits is not only highly regulated; it has its own language! Staying compliant with the myriad of state, federal and international regulations can be difficult, to say the least.

Through Enterprise Momentum's deep bench of resources, Enterprise Momentum clients have access to HR expertise to stay on top of the latest news, regulations and strategies to make sure they have compliant, state-of-the-art benefit plans:

  • Our dedicated attorneys with local market knowledge can respond to your inquiries
  • We review all contracts, plan documents and Summary Plan Descriptions
  • We assist with HIPAA, ERISA, COBRA, FMLA, etc. issues
  • We monitor insurance companies for financial strength
  • We keep you up-to-date on legislative changes that impact your plans in every state you have employees

Enterprise Momentum offers services to ensure our customers are always in compliance:

  • Mercer Annual Compliance Calendar and Mercer Compliance Checklist
  • Form 5500 Preparation
  • National Compliance Practice staffed by ERISA attorneys

Mercer Annual Compliance Calendar and Mercer Compliance Checklist

Mercer Annual Compliance Calendar and Mercer Compliance Checklist - By focusing on several key dates during the year, staying compliant is as simple as working through a checklist. To that end, Mercer provides all Enterprise Momentum customers with a calendar to remind you of key dates, and an accompanying checklist that shows you exactly what is required of you. Of course, if you have any questions throughout the year, your Enterprise Momentum team or your Mercer Concierge is only a phone call or click away.

Form 5500 Preparation

Form 5500 Preparation - As an Enterprise Momentum customer you can leave the Form 5500 preparation to us. For employers with more than 100 employees, timely and accurate submission of this annual form can help keep you out of trouble. We'll work with you to collect the necessary data and provide you with a signature-ready form, well in advance of your filing deadline.

National Compliance Practice staffed by ERISA attorneys

National Compliance Practice staffed by ERISA attorneys - This team of over 60 lawyers, legal professionals, and information specialists produce several information services to help clients stay current on major legal and legislative issues including:

  • Legal Information Services (LIS) - News, reports, and analyses of legislative, regulatory, and judicial developments and issues affecting retirement, health, compensation, employment, and other human resource programs.
  • Analyses & Perspectives - Regularly published articles on major legislative, regulatory, and judicial issues and developments.
  • Weekly Highlights - Weekly roundup of notable retirement, health, compensation, employment, and other human resource developments and issues.
National Compliance Practice staffed by ERISA attorneys