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The Compliance PlanThe Compliance Plan

Get Advice

Get answers on your self-funded plan questions

Tell us how your plan is structured and what's keeping you up at night.

We use your details only to respond to this request. Submitting this form does not create an advisory or attorney-client relationship, and information you send is not covered by an engagement agreement. Please don't include protected health information or other sensitive data in this form.

What happens next

  1. Step 01

    Your request is reviewed directly

    Your request is reviewed by a person familiar with self-funded plan compliance—not routed through an automated sales qualification process.

  2. Step 02

    We respond promptly with appropriate next steps

    Usually with an initial read on your question and what we would need to answer it properly.

  3. Step 03

    A focused introductory conversation, when helpful

    We walk your documents, contracts, or filings together and tell you plainly where you stand.

Prefer to start with a self-check? The 3-minute fiduciary self-assessment asks ten questions to identify areas that may deserve closer review.