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Compliance
Compliance resources overview
Your Lockton team will keep you informed of trends, recent insurance/beneits developments, labor, and legislative changes through newsletters, bulletins,
and other venues provided through our internal Compliance department.
COMPLIANCE AUDIT AND DOCUMENT PREP AND PUBLICATIONS AND
ANALYSIS AND ADVICE
REPORTING REVIEW PRESENTATIONS
• ERISA and state insurance law • Plan compliance and required • Health and welfare plans • Seminars and workshops
• COBRA and HIPAA notices • Summary plan descriptions • Health reform updates
• Tax code — health and welfare • Health plan audits • Review of service agreements • Webex presentations
(e.g., Section 125) • Plan procedure protocols • Compliance alerts and e-blasts
• Tax code — retirement • 5500 preparation • Compliance newsletters
(e.g., 401(k), 403(b)) (current and delinquent) • Employer guides
• MEWA and M1 ilings • Form 1094/1095 ACA
(if applicable) reporting support • Calendars and notice matrices
Touchstone Communities — Lockton Total Rewards Practice overview 37 Lockton Companies
Compliance resources overview
Your Lockton team will keep you informed of trends, recent insurance/beneits developments, labor, and legislative changes through newsletters, bulletins,
and other venues provided through our internal Compliance department.
COMPLIANCE AUDIT AND DOCUMENT PREP AND PUBLICATIONS AND
ANALYSIS AND ADVICE
REPORTING REVIEW PRESENTATIONS
• ERISA and state insurance law • Plan compliance and required • Health and welfare plans • Seminars and workshops
• COBRA and HIPAA notices • Summary plan descriptions • Health reform updates
• Tax code — health and welfare • Health plan audits • Review of service agreements • Webex presentations
(e.g., Section 125) • Plan procedure protocols • Compliance alerts and e-blasts
• Tax code — retirement • 5500 preparation • Compliance newsletters
(e.g., 401(k), 403(b)) (current and delinquent) • Employer guides
• MEWA and M1 ilings • Form 1094/1095 ACA
(if applicable) reporting support • Calendars and notice matrices
Touchstone Communities — Lockton Total Rewards Practice overview 37 Lockton Companies
