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