Segal Company

Compliance

Segal offers a range of compliance services to help multi-employer plan sponsors ensure that they are in compliance with policies and/or related contracts.

Compliance Services

  • Drafting plan documents, summary plan descriptions, plan enrollment information, administrative forms and participant correspondence and notices
  • Reviewing documents for compliance with federal and provincial regulations
  • Developing Health Spending Account Arrangements that can add flexibility to the design of a multi-employer health plan or provide a retiree health benefit
  • Helping plan sponsors prepare for government audits of health and retirement plans

Compliance Publications

  • Periodic Newsletters that discuss creative benefit planning options for plan sponsors
  • Periodic Bulletins that describe compliance issues raised by major legislation, regulatory developments or accounting standards

When a new statute, regulation, or judicial decision can potentially affect one of our clients, we alert them by telephone, letter, or both. In addition, we encourage our clients to contact Segal whenever a question arises about an issue that can affect their plan. However, because Segal does not practice law, if a legal issue arises, you should supplement the information and observations that we offer by looking to your attorneys for authoritative legal advice.