Compliance Services

Documents

  • POP Document / SPD: Preparation of the required Plan Document and Summary Plan Description for your Premium Only Plan.
  • ERISA Wrap Document / SPD: Preparation of an ERISA Wrap Document and Summary Plan Description.
  • Stand Alone FSA, HRA Plan Document / SPD: Preparation of stand-alone Plan Documents and Summary Plan Descriptions for FSA and HRA plans.

Non-Discrimination Testing

  • POP: Annual Non-Discrimination testing for Premium Only Plans.
  • FSA: Annual Non-Discrimination testing Flexible Spending Account Plans.
  • 105(h): Testing for self-insured medical plans, including applicable HRAs.
  • Section 79: Non-discrimination testing for group term life insurance plans.

Form 5500

  • Preparation and Filing: Preparation and e-filing for Form 5500 annual returns.
  • SAR: Preparation of the Summary Annual Report for participant distribution.
  • Assistance with Late Filings and Penalty Calculation: Guidance with overdue Form 5500 filings and penalties.


Need Help With Benefit Plan Compliance?

CPI can help with required plan documents, non-discrimination testing, Form 5500 preparation and other compliance-related needs.