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Compliance

Need employer Compliance forms? You’re in the right place!

 

ACA Employer Application

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ERISA Form 5500 Brochure – English

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ERISA Form 5500 Brochure – Spanish

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Form 5500 Service Definitions

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Cafeteria Plan Nondiscrimination Testing

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Nondiscrimination Testing Services Employer Application

 

Nondiscrimination Test Definitions

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Upcoming Webinar

Tue, October 21, 2025 | 10 AM & 1 PM (PST)
Welcome to Fall: Time for “Calendar Year” Benefits Groups to Prepare for FSA Season

Get ahead of 2026 FSA open enrollment with key plan design tips, communication strategies, and compliance reminders. Perfect for ensuring a smooth and successful enrollment season.

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