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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

Thu, November 13, 2025 | 10 AM (PST)
COBRA Overview: What is COBRA continuation coverage?

Our Client Solutions Manager will cover what is COBRA continuation and why it's needed. We will offer a Q&A session at the end of the presentation.

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