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Employer Benefits IQ

Worried About Compliance — Employer Benefits Decision Journey

Guided Decision Journey

I'm worried about compliance.

ACA, ERISA, HIPAA, COBRA, mental health parity — employer health plan compliance is complex, and the penalties are real. This journey helps you identify gaps, build a calendar, and close your exposure.

The problem

The average employer health plan has 3–5 compliance gaps. ACA penalties alone can reach $2,970 per employee per year. Most gaps are fixable — but only if you find them before the DOL does.

The outcome

A graded compliance assessment, a prioritized gap list, an AI review of your plan documents, a compliance calendar with key deadlines, and a clear remediation plan.

Start here: Compliance Profile

7 steps · Free · No login required to start

Your step-by-step plan

1
AssessmentStart here

Compliance Profile

Start by building your compliance profile — your plan type, funding structure, employee count, and state. This personalizes every tool and checklist in this journey.

Build profile
2
Assessment

Compliance Health Check™

A 20-question graded assessment across ACA, ERISA, HIPAA, COBRA, and plan documents. Identifies your specific gaps and gives you a prioritized remediation list.

Run assessment
3
Calculator

Personalized Compliance Checklist

Generate a customized compliance checklist based on your plan type, size, and state. Covers annual notices, reporting deadlines, and plan document requirements.

Generate checklist
4
Calculator

ACA Penalty Estimator

Quantify your ACA penalty exposure based on your workforce size and coverage offerings. Knowing your exposure is the first step to eliminating it.

Estimate exposure
5
Calculator

SPD IQ™

Your Summary Plan Description is your most important compliance document — and the most commonly deficient. Upload it for an AI-powered review against ERISA and ACA requirements.

Review SPD
6
Learning

Compliance Calendar & Hub

A full compliance calendar with key ACA, ERISA, HIPAA, and COBRA deadlines — plus regulatory updates, state-specific requirements, and mental health parity guidance.

Open hub
7
Learning

ERISA/Fiduciary Review

Self-funded employers have heightened fiduciary obligations under ERISA. Review your fiduciary responsibilities and the steps to document your prudent process.

Learn ERISA