Legal, Licensing and Compliance Services •   Prepares custom plan documents and Summary Plan Descriptions, establishes Trust arrangements, develops Trust documents and agreements, and works with Trustees. •   Monitors compliance with HIPAA privacy and security rules and serves as HIPAA Privacy and Security Officers for The Boon Group® and its subsidiaries. •   Maintains licenses on a nationwide basis for all of The Boon Group companies and personnel whose activities require licenses, as well as tracks licenses for independent brokers. •   Tracks federal legislation governing ERISA plans, as well as state legislation and ensures that plans and procedures are in compliance with new regulations.

Accounting Services •   Provides an independent and second level accounting for all cash received and disbursed for each plan. •   Prepares monthly financial reports for each plan including bank reconciliations, accounts receivables, income statement and balance sheet. •   Processes all cash transactions related to claims checking accounts and reconciles these accounts on a monthly basis.. •   Pays commissions and sends commission statements to agents, brokers, and consultants. •   Issues all Form 1099s (including providers).