Broker Introduction - Compliance Basics Plus - Ken

Summary Plan Descriptions (SPD)

Employee Notices: HIPAA, Medicare Part D, WHCR, NMHPA, CHIP, MHPA, etc.

Triggering event notices: COBRA, HIPAA Breach

5500 Reports

PPACA Compliance

COBRA – Initial and Qualifying Event CHIP (Child Health Insurance Plan) MHPA (Mental Health Parity & Addiction Equity Act) NMHPA (Newborns & Mothers Health Protection Act) WHCRA (Women’s Health & Cancer Rights Act) Patient Protection HIPAA (Health Insurance Portability and Accountability Act) Wellness Program Disclosure Grandfather Plan (if applicable) GINA FMLA USERRA Medicare Part D Health Exchange Notice Summary Plan Descriptions (SPDs or SPD Wraps) SMM (Summary of Material Modifications) SBC (Summary Benefits and Coverage)

Are clients following the privacy requirements of HIPAA?

Best Practice Article – HR Bulletin

COBRA – Initial

CHIP (Child Health Insurance Plan)

MHPA (Mental Health Parity & Addiction Equity Act)

NMHPA (Newborns & Mothers Health Protection Act)

WHCRA (Women’s Health & Cancer Rights Act)

Patient Protection

HIPAA (Health Insurance Portability and Accountability Act)

Wellness Program Disclosure Grandfather Plan (if applicable)

GINA FMLA USERRA

Medicare Part D Health Exchange Notice Summary Plan Descriptions (SPDs or SPD Wraps)

SMM (Summary of Material Modifications) SBC (Summary Benefits and Coverage)

• Clients or broker can create, store and update SPD Wraps as needed.

• All documents are reviewed by an ERISA Specialist.

• 24 hour online access, automatically updated

• Run Summary of Material Modifications (SMM), as needed

• Clients or broker can create, store and update SPD Wraps as needed.

• All documents are reviewed by an ERISA Specialist.

• 24 hour online access, automatically updated

• Run Summary of Material Modifications (SMM), as needed

Run invoicing through you or refer clients to pay directly?

Create handout and email to communicate service to clients.

Provide basic client information on Client Information Spreadsheet.

Affiliate agreement

Partner Registration

(801) 685-8400, Ext. 0

Clientsupport@HRServiceInc.com

Register as a partner at www.HRServiceInc.com

Select Partner Options: Refer or Revenue Share (5%)

Obtain a 4 digit Partner Key to give to clients who enroll online.

Gives you backend access to client’s SPD Wrap and All-in-One Employee Notice.

Enroll online at either: www.HRServiceInc.com or www.ERISASolutions.com

Select: Get Started Now

Select desired services

Enter Partner Key & requested information

Call or email with questions at:

(855) 447-3375 or Info@HRServiceInc.com