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Compliance Toolkit

In an effort to keep our clients in compliance with all new and current regulations and guidelines, we provide our Compliance Toolkit containing information from our Compliance Officer.

Clients may use their assigned employer login and password combination to access these toolkit items. If you need assistance, please contact us.

Compliance Toolkit

  • 01 COBRA

  • 02 HIPAA

  • 03.0 Form 5500 and Summary Annual Report (for plans with 100+ participants only)

  • 03.1 Form 5500 FAQ (for plans with 100+ participants only)

  • 04.0 Summary Plan Description

  • 04.1 SPD Compliance Checklist

  • 05 Section 125 Nondiscrimination Testing

  • 06 FMLA

  • 07 Medicare Part D Annual Requirements

  • 08 Imputed Income for Group Term Life Insurance

  • 09 USERRA Continuation Requirement for Health Plans

  • 10 CMS Dependent Social Security Number Reporting

  • 11.0 Required Notices and Disclosures for Welfare Benefit Plans

  • 11.1 Reporting and Disclosure Checklist for Welfare Benefit Plans

  • 11.2 Healthcare Reform Disclosures Checklist

  • 12.0 Compliance Resources Online

  • 12.1 Attorneys Who Can Help

  • 12.2 HR360

  • 12.3 HIPAA Compliance Products

Sample Notices

  • DOL Model CHIPA Notice

  • Extention of Coverage to Adult Children Notice

  • Grandfathered Plan Notice

  • Lifetime Limits Notice

  • Medicare Part D Creditable Coverage Disclosure Notice

  • Medicare Part D Non-Creditible Coverage Disclosure Notice

  • Women's Health and Cancer Rights Act Notice

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Hill, Chesson & Woody - Experience the Benefit.

Phone: (919) 403-1986
(336) 542-5010
Email: info@hcwbenefits.com
Offices: Chapel Hill
194 Finley Golf Course Road
Suite 200
Chapel Hill, NC 27517

Greensboro
7817 National Service Road
Suite 509
Greensboro, NC 27409

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