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Compliance Services

Our suite of compliance services provide full protection and mitigate 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)

Includes:

  • Employee benefits attorney reviewed
  • User-friendly tool with simple step-by-step guidance
  • Import previous years' Form 5500 info in real-time with a single click
  • Always compliant with the latest DOL regulations, ensuring an easy and worry-free filing experience

Wrap Document and SPD

Ameriflex provides an easy way for employers to wrap their plans into a Summary Plan Description (SPD) Wrap document, which will enable the employer to file all benefits in one Form 5500.

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

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

ERISA Concierge

Our comprehensive ERISA Concierge program offers employers everything needed to meet the requirements associated with ERISA.

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

Includes:

  • Customized, ongoing compliance consultation & support
  • Mega wrap plan document
  • SPD, SMM, and corporate resolution documents
  • Form 5500 filing services
  • Discrimination testing services
  • Unlimited replacement documents and electronic document record keeping
  • Applicable ACA requirements and government mandated plan amendments
  • Grandfathered plan notifications

ERISA Plus

ERISA Plus provides a full suite of services to help employers remain in compliance with ERISA regulations.

Who is this for? Ideal for employer groups with 100 or more employees participating in their ERISA plan(s) and who are providing minimum essential coverage to their employees offered on a pre-tax basis

Includes:

  • Preparation of Wrap Document/Summary Plan Description (SPD)
  • Preparation and filing of Form 5500
  • POP document
  • IRS reporting tracker
  • Form 1095 fulfillment
  • PCORI filing
  • Leave tracking

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

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

GoHIPAA

The Health Insurance Portability and Accountability Act (HIPAA) is a federal law that protects the private information of patients and healthcare consumers. Ameriflex’s ready-to-use HIPAA security and privacy policy templates keep you compliant with current HIPAA regulations. Learn more at gohipaa.myameriflex.com.

Who is this for? Ideal for plan sponsors of self-insured group health plans of all sizes

Includes:

  • Easy-to-use templates to provide compliant HIPAA policies and procedures for your company
  • Training videos
  • Expert support from a team with 10 years of HIPAA law experience.

ePOPdocs

Ameriflex’s proprietary Premium Only Plan document ordering site, ePOPdocs.com, 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

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