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Compliance Services

Our suite of compliance services provides full protection and mitigates the risk of costly non-compliance penalties.

Ameriflex helps employers and producers navigate the complex regulations associated with consumer-driven healthcare plans and COBRA. Our suite of compliance services provides full protection and mitigates the risk of costly non-compliance penalties, resulting in greater peace of mind.

Available Services

Form 5500 Filing

Our Form 5500 solution eliminates the burden of having to create, send, and update required plan documents. We do all of the work for you and ensure that you’re compliant with the most up-to-date regulations.

Who is this for? Employer groups with 100 or more employees participating in their ERISA plan(s)

Product Guide: The Employer's Guide to Form 5500

Includes:

  • Employee benefits attorney reviewed
  • Always compliant with the latest DOL regulations, ensuring an easy and worry-free filing experience
  • Import previous years' Form 5500 info from Ameriflex in real-time with a single click

SPD WRAP

Ameriflex provides an easy way for employers to maintain an up-to-date ERISA Summary Plan Description (SPD) and Wrap document required by the DOL, which will enable the employer to file all benefits in one Form 5500.

Who is this for? Employer groups of all sizes

Product Guide: The SDP Ultimate Guide

Includes:

  • Document generated in English and Spanish
  • ERISA compliant delivery instructions included
  • Document language constantly updated with ERISA changes
  • Summary of Material Modifications available to communicate plan changes

Non-Discrimination Testing

Our easy-to-use testing tool allows employers to test their plans for any sign of discrimination in a matter of minutes.

Who is this for? Employer groups of all sizes administering consumer-driven health plans

Includes:

  • Review by benefits attorneys and industry experts
  • Detailed recommendations to correct testing failures
  • Automatic determination of HCE, Key, etc.
  • Archival of data and test results for 7 years for audit purposes

ACA Reporting

Ameriflex offers a simple ACA reporting solution that allows employers to easily track eligibility, prepare 1094/1095 forms and e-file to the IRS.

Who is this for? Employer groups of 50 employees or more providing minimum essential coverage to their employees

Product Guide: IRS ACA Compliance Reporting Updates

Includes:

  • Interactive dashboard and report to track full-time status
  • Intuitive Excel templates to upload data
  • One-click print/mail and e-file
  • Secure SOC2 compliant system with 7 year data archival
  • Alert notification system to meet important IRS dates

ePOPdocs

Ameriflex’s proprietary Premium Only Plan document ordering site, ePOPdocs, allows you to create a plan document and have it emailed to you in only a few minutes.

Who is this for? Employer groups of any size offering pre-tax health coverage

Product Guide: POP: Implementation Guide

Includes:

  • Instant POP documents, emailed immediately after application is submitted
  • Permanent access to ePOP+ for changes/replacements
  • Revised or duplicated documents auto-generated and emailed immediately upon request