Acrisure Benefits Group provides various legal compliance services to help clients navigate the complex legal landscape of employer-sponsored health and welfare plans. These services include conducting basic compliance audits, providing model plan documents and forms, consulting on issues related to laws like ACA, ERISA, HIPAA, COBRA, and others. They also assist with developing best practices to minimize liability and provide client seminars and communications on legal issues. The goal is to offer practical solutions and keep clients informed of developments affecting their benefit plans.

1. Legal Compliance
Acrisure Benefits Group’s legal compliance
services include, but are not limited to:

Basic compliance audits, including a review of plan documentation/SPDs, required
participant notices, enrollment/communications materials, etc.;

Model “wrap” plan documents/SPDs, participant notices and forms;

Consulting on client-specific issues related to compliance with the Affordable Care
Act (Health Care Reform), ERISA, HIPAA privacy and security rules, COBRA
coverage continuation requirements, laws governing consumer-driven health care
arrangements (such as health reimbursement arrangements, health savings
accounts and other defined-contribution health plans), applicable nondiscrimination
rules under the Internal Revenue Code, and various employment laws impacting
employee benefits, including wellness programs (e.g., FMLA, ADA, ADEA, GINA,
etc.);

Assistance in developing and implementing “best practices” relating to
administering employee benefit plans in order to minimize potential liability;

Client seminars on pertinent legal issues, such as Health Care Reform, HIPAA
Privacy and Security, ERISA Compliance (including plan document/SPD
requirements), recent legal developments impacting employer provided health and
welfare benefits; and

Periodic communications designed to inform clients of legal developments and
their impact on employer sponsored plans in “plain English.
Disclaimer: Acrisure’s internal benefits attorney is not your legal counsel and cannot provide you with legal advice. In addition, any
written communications you receive from our attorney cannot be used for: (i) avoiding Federal tax related penalties, or (ii)
promoting, marketing or recommending anything that is tax-related. Clients are strongly encouraged to consult with their own legal
counsel and tax advisors to ensure compliance with applicable law.
Legal compliance has become increasingly complex due to the
recent flood of new rules and regulations governing employersponsored health and welfare plans. The Acrisure Benefits
Group (ABG) understands that employers face an unfair
challenge with the evolving regulatory environment and to keep
their employee benefit plans in compliance. This is why we are
pleased to offer our clients a variety of services to help navigate
the complicated legal landscape and to facilitate ongoing
compliance.
We have an experienced employee benefits attorney on staff
available to consult with clients and offer practical solutions on a
variety of legal compliance issues. We also proactively
communicate new legal developments through newsletters,
email communications, seminars and one on one meetings,
focusing on the practical implications of those developments on
employers and their benefit plans.
Sara Tountas
Director of Legal Compliance
Acrisure Benefits Group