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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, September 23, 2025 | 10 AM & 1 PM (PST)

COBRA and FSA, HSA, HRA, POP

Learn how COBRA continuation coverage applies to and interacts with Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), Health Reimbursement Arrangements (HRA), and Premium Only Plans (POP). We will offer a Q&A at the end of the 30 minute session.
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