What a Compliance Calendar Service Includes
A compliance calendar service provides clients with a customized annual calendar of all compliance deadlines relevant to their health plan. The calendar is updated annually to reflect regulatory changes and is delivered with automated reminders 30 and 60 days before each deadline.
- All federal compliance deadlines (Form 5500, 1094-C/1095-C, PCORI fee, RxDC, gag clause attestation)
- All required notice deadlines (CHIP, Medicare Part D, SBC, open enrollment)
- State-specific compliance deadlines for multi-state employers
- Automated email reminders 30 and 60 days before each deadline
- Quarterly compliance check-in calls to review upcoming deadlines
- Annual calendar update to reflect regulatory changes
Pricing and Delivery
A compliance calendar service can be priced as a standalone service ($1,500–$3,000/year) or bundled into a comprehensive advisory retainer. The service is highly scalable — once the calendar template is built, customizing it for each client takes relatively little time.
Technology Platforms
Pro Tip
Several technology platforms are available to support compliance calendar services, including BenefitPoint, Zywave, and custom-built solutions. These platforms can automate reminder delivery, track completion of compliance tasks, and generate compliance reports. Investing in a compliance technology platform significantly increases the scalability and profitability of your compliance advisory practice.