COMPLIANCE

“If you think compliance is expensive – try non-compliance.”  – Former U.S. Deputy Attorney General Paul McNulty

The area of plan compliance has never been more complex nor has the cost of non-compliance ever been so high. We help our clients understand these complex rules and navigate any reporting and disclosure obligations.  We utilize multiple resources to stay current with federal, state, and local legislative compliance issues.   We will meet with you to review our compliance portal, walk you through the requirements you are subject to, and determine if there are any needed improvements. For any area requiring change, we will provide the necessary steps to meet the requirements with hands-on assistance. We provide completed templates for notices that need to be distributed and act as a resource for your questions.

INDUSTRY TRENDS AND REGULATION

LEGISLATIVE UPDATES AND BRIEFS

CLIENT SEMINARS AND WEBINARS

COMPLIANCE PORTAL

The Compliance Portal, which can be utilized by our clients directly, helps comply with numerous requirements at both the federal and state levels including: cafeteria plans, COBRA, ERISA, FMLA, health care reform, HIPAA, Medicare/TRICARE, nondiscrimination, taxation of employee benefits, state temporary disability benefits, and more.

The compliance portal will generate a list of required items based on the size and funding type of our client’s employee benefit plans. Additionally, within the portal, employers have the capability to:

  • Review a plan-specific list of requirements, customizable by plan size and type of plan
  • Review the specific nuances of each listed requirement
  • Access extensive information concerning each compliance requirement, including links to relevant government websites, model notices, frequently asked questions, and applicable penalties for noncompliance
  • Create a task list for both advisor and client based on items that need additional attention
  • Give advisor oversight of each client’s compliance
  • Directly access the portal to enable self-service, if desired
  • Sync due dates with Microsoft Outlook calendar to stay on task
  • Create automatic email reminders for each task

CLIENT'S TALK

blank_pixel

I am so pleased to recommend Shepherd Insurance. Our Benefits Account Manager is responsive, incredibly knowledgeable, and proactive in assisting with our benefits management and compliance. She can answer any question I ask, and it is very reassuring to know the Shepherd is looking out for our best interests.

Carey Folco
EdChoice - Vice President of Operations
blank_pixel

Our company has been using Shepherd Insurance for many years and have always been very pleased. Our broker and account manager are always available to help with any needs and smoothly get us through annual renewals.

Anne Ward
Indiana Legal Services Inc. - Director of Accounting
blank_pixel

“We truly appreciate our partnership with Shepherd Insurance, whose focus has always been on customer service and developing relationships. We have worked closely with various members of the Shepherd team, across multiple business lines, for over 20 years.”

Cindy Schuster
Regency Windsor Companies - Director of Accounting and Human Resources

WE'RE HERE FOR YOU

We’d love to hear from you. If you need assistance, have questions about our group of Shepherd partner companies or are simply looking for more information, we’re eager to help.

GET IN TOUCH

Please fill out the form below and one of our team members will be in touch to provide the assistance you need.

FIND US

Headquartered in Carmel, Indiana, with offices throughout the country, we are here to assist you with all of your insurance, benefits and financial needs.
111 Congressional Blvd Suite 100
Carmel, IN
46032-5638
1.800.846.0204
info@shepherdins.com
FIND YOUR LOCAL OFFICE

Creating Relationships. Finding Solutions. Protecting You.