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SERVICES
Regulatory Compliance
Charon Planning helps client-partners identify compliance risks, avoid costly errors, maintain
benefit program compliance and stay abreast of the ever-changing regulatory environment.
Services:
- Regulatory compliance assessments and reports
- Recommendations and hands-on assistance to help close compliance gaps
- Preparation of Form 5500, including completion of Summary Annual Report disclosures
- Preparation of plan documents and Summary Plan Descriptions
- Compliance updates to alert you of regulatory changes
- Webcasts and other educational sessions
- Day-to-day regulatory compliance research and support
Charon Planning will provide the guidance you need to remain compliant with the vast array of
regulations that impact Health and Welfare benefit plans, including:
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- USERRA
- Internal Revenue Code
- Medicare Part D
- And more
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Does your company need expert guidance on current benefits laws and regulations? Call Charon
Planning at (800) 842-2062 or email us at benefits@charon.nfp.com.
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"Just know you are ACES in our book."
Anne Marie Dimino
Chief HR Officer
Wolf, Block, Schorr & Solis-Cohen LLP
 Case
Studies:
Regulatory Compliance
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