Employee Benefits Resources
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.