The Employer’s Retirement Plan Reference Guide

Use this ebook as a guide to select the plans, provisions and investments to fortify retirement goals.

2016 Affordable Care Act Compliance Checklist

Help your company prepare for the upcoming Affordable Care Act Compliance Changes.

Fiduciary Checklist for Plan Sponsors

Use this checklist to keep track of items that plan sponsors are responsible for to fulfill their fiduciary duties.

Employee Benefits Notifications eBook

Download this eBook to identify the notifications that employers are required to provide to employees.

Updated CHIP & COBRA Notices Download

Download these forms to comply with the DOL’s updating notices that employers supply to their employees.

401(k) Compliance Checklist

Every year it is important to review the requirements for operating your 401(k) retirement plan. Use this checklist to help keep your plan in compliance with many of the rules.

Voluntary Benefits: Employee Guide

This Employee Guide defines what voluntary benefits are and explains various traditional and non-traditional types of voluntary benefits.

Employee Benefits Survey for Employees

Discover Where Your Employees Receive Health Insurance to Prepare for Upcoming BadgerCare Changes.

Employee Benefits Benchmarking Examples

View benchmarking examples from across the nation to view how organizations structure their employee benefit plans.

DOL Audit Guide: Employee Benefit Plans

Are you prepared if you receive a DOL Audit Letter? This DOL Audit Guide is your manual for preparing for a DOL audit of your health plan.

Free Wellness Program Work Plan

Need help starting your wellness program? Use this work plan to help get your wellness program off the ground.

Simple Open Enrollment Checklist

This checklist provides helpful important steps for employers to use as a guide during their Open Enrollment.