CU Benefits offers the following compliance services to all of our clients in partnership with various legal partners on compliance issues:

  • Quarterly newsletters detailing newly arising legal and legislative issues
  • Regular “alerts” which provide more detail on issues requiring action by our clients
  • Regular “updates” on newly arising issues occurring outside of our normal newsletter cycle
  • Annual compliance audits with detailed descriptions of each requirement
  • A year-end compliance update
  • Oversight of the development of plan documents and SPDs
  • Annual 5500 filings with SAR completion
  • A conduit to an ERISA attorney for use by our clients