Compliance Resources

The Boon Group has the expertise and resources to help clients address compliance issues ranging from custom legal document preparation to independent accounting and reporting.

Legal, Licensing, and Compliance Services.

  • Custom plan documents and summary plan descriptions preparation
  • Trust arrangements establishment, trust documents and agreements development, and assistance to trustees
  • Compliance with HIPAA Privacy and Security rules monitoring and agreements
  • Tracking of federal legislation governing ERISA plans, as well as state legislation and ensuring compliance with new regulations
  • Contracting brokers
  • Carrier appointments
  • Affordable Care Act compliance
  • State mandate requirements
  • Employer support with DOL audits
  • Licensing for sales staff, enrollment staff and subsidiaries