COMPLIANCE

Yozell Associates understands the complexities and risks associated with employer sponsored health and welfare benefits plans. Compliance therefore is a top priority and an integral component of our client service model. Our team of experts ensures compliance with ERISA and IRS reporting obligations, as well as required employee notifications and disclosures. Since 1974, the scope of ERISA has significantly expanded to include COBRA, HIPAA, GINA, and PPACA. As financial penalties for ERISA violations and non-compliance increase, our comprehensive Compliance Review and PPACA Penalty Analysis provide you with a road map to avoid penalties and ensure that you meet your obligations.

As your trusted partner and expert advisor, we provide clients with resources to ensure the benefits plans offered are in compliance with ERISA, PPACA and all relevant state and federal mandates. As a partner, you will be provided with:

  • Annual Compliance Review
  • PPACA Penalty Analysis
  • Summary Plan Description
  • Important Regulatory Alerts
  • Sample Mandatory Notifications
  • 5500 Preparation and Filing