Compliance and Legislative Monitoring

Jenkins Insurance Group’s extensive professional network provides the authority and expertise to ensure that clients are aware of pending and passed legislation related to their employee benefits programs. Newsletters, e-mail alerts, legislative briefs, and other available opportunities are utilized for effective and timely communication.

Jenkins provides IRS form 5500 preparation, plan document review, SPD wrap documents, and fulfillment of other administrative tasks related to current regulations. And Clients may utilize our resources including top-notch ERISA, regulatory, and legal professionals.

Further, each client has access to our proprietary Compliance Guide and Audit Checklist. This proprietary resource helps your business meet benefit plan compliance requirements and identify areas needing day-to-day administrative attention. (more)

Compliance Guide and Audit Checklist

During annual reviews, your Jenkins team will work with you to identify areas that require attention specific to your plan. We work with clients to update the plan status and educate staff on plan administration obligations.

Areas addressed in this guide include:

  • ERISA
  • COBRA
  • Medicare
  • Section 125 – Cafeteria Plans
  • HIPAA
  • Working Family Tax Relief Act of 2004
  • Plan Audit, Taxation and Administrative Procedures
  • DOL Audit Compliance and protection

Mergers & Acquisitions

Jenkins Insurance Group provides clients with M & A services related to employee benefits and human resources issues. As part of due diligence activities, organizations targeted for merger or acquisition are audited and the assistance needed for a successful transaction is provided throughout integration.

Involvement of the Jenkins team early in the evaluation process is essential and can provide real dividends. (more)

Beginning with an initial request for data and pertinent information, an accurate picture of the target organizations’ current benefits status – including costs, coverage, compliance and potential liabilities – can play an important role in gauging suitability. Engagements typically cover both retirement programs and health and welfare benefits programs, but can also include executive benefits, compensation and human resource programs.

Additional services include:

  • Comprehensive benefits analysis and benchmarking
  • Audit and compliance review
  • Financial projections
  • Placement or transition of coverage
  • Employee impact study
  • Plan termination coordination, timing analysis and administrative support.