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