Category: Compliance

  • 02 Sep

    What Brokers Should Be Doing Now to Get Clients ACA-Ready

    Posted: September 2, 2025   

    How to position yourself as a trusted ACA compliance advisor For brokers and benefits advisors, Q4 planning doesn’t start in October. It starts now. September marks a critical moment in the annual ACA compliance cycle, when employers begin thinking about year-end strategies, benefits renewals, and how to avoid last-minute reporting panic. That makes now the perfect […]

  • 16 Jun

    Form 5500 Filing Requirements: Deadlines, Penalties, and Compliance Options

    Posted: June 16, 2025   

    If your company provides an employee benefit plan governed by the Employee Retirement Income Security Act (ERISA), you are likely obligated to file Form 5500. This annual report discloses key details about your organization’s benefit offerings, such as welfare benefit plans (including medical, dental, life, and disability coverage), retirement plans, fully insured plans, and self-funded […]

  • 02 Jun

    The Clock is Ticking: Don’t Miss the EEO-1 Report Deadline

    Posted: June 2, 2025   

    The annual EEO-1 Report, mandated by the Equal Employment Opportunity Commission (EEOC), is a cornerstone of workplace diversity and anti-discrimination efforts in the United States. This data collection provides a demographic snapshot of America’s workforce, helping to monitor for discrimination and promote equal employment opportunity. Missing the deadline can lead to serious consequences, making it […]

  • 26 Feb

    New Legislation Updates ACA Reporting Rules

    Posted: February 26, 2025   

    At the close of 2024, Congress passed two new pieces of legislation: the Paperwork Burden Reduction Act and the Employer Reporting Improvement Act. These laws simplify the Affordable Care Act (ACA) reporting requirements for employers and introduce new limits on the IRS’s authority to enforce “pay-or-play” penalties, among other changes. Under the ACA, applicable large […]

  • 06 Feb

    ACA Reporting Deadlines for 2025: What You Need to Know

    Posted: February 6, 2025   

    For employers subject to the Affordable Care Act (ACA), staying compliant with reporting requirements is non-negotiable. With 2025 due dates just around the corner, now is the time to prepare for distributing Forms 1095-C to employees and filing with the IRS. These forms provide essential information about health coverage offered to employees and are critical […]


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