ERISA · HIPAA · ACA
Compliance clarity for self-funded plans.
Navigate ERISA fiduciary duties, HIPAA privacy requirements, and ACA reporting obligations with expert guidance built for employer-sponsored health programs.
Fiduciary breaches carry personal liability
Form 5500 penalties accrue daily
HIPAA settlements now reach seven figures
ACA filing errors trigger IRS 226-J letters
Services
Four disciplines, one accountable advisor.
Fiduciary duties don't come with a manual.
ERISA tells you to act prudently and in the sole interest of participants — then leaves the operating details to you. We translate that standard into decisions you can document: how fees are reviewed, how vendors are selected, how privacy incidents are handled, and how each filing gets substantiated. The result is a plan that runs on evidence, not assumption.
How we workComing soon
The compliance calendar, always current.
Every filing, notice, and disclosure deadline for self-funded plans in one interactive view — filtered to your plan year.
See the compliance calendar- Mar 1Medicare Part D disclosure to CMSAnnual
- Mar 31ACA 1095-C electronic filing deadlineIRS
- Jul 31Form 5500 filing (calendar-year plans)DOL
- Jul 31PCORI fee payment via Form 720IRS
Client perspective
Trusted by the people who sign the filings.
“We finally understood what our fiduciary obligations actually required — and what we could document to prove it.”
“The risk assessment surfaced three reporting gaps our broker never flagged. Fixed within a quarter.”
“Precise, fast, and never condescending. Our HIPAA program went from binder to operating practice.”
Not sure where your plan stands?
Answer ten questions and get a plain-language read on your ERISA, HIPAA, and ACA exposure.
Take the 3-Minute Risk Assessment