Compliance runs on the same plan data as everything else, so we keep it there.
We can help you with the filings and help keep you ERISA compliant.
What employers carry.
A recurring set of obligations.
ERISA
Plan documents, notices and fiduciary duties apply to employer plans.
ACA Reporting
Employers subject to ACA reporting file annual forms on the coverage they offer.
Form 5500
Many plans file an annual return with the Department of Labor.
How we help.
One data set.
Filings
We can help you with the filing, using your plan and enrollment data.
Late or Back Filings
We can help with late and back Form 5500 filings.
Keeping Current
We help keep you ERISA compliant as rules and dates change.
Why connected works better.
Fewer chances for error.
One Source
Reports draw on the same records as enrollment.
One Calendar
Dates are tracked with the rest of the account.
Your Counsel
Legal questions go to your attorney, and we bring the facts.
Questions Employers Ask About This
Do you provide legal advice?
No. We help with filings and compliance support, and legal questions go to your counsel.
Which plans file a Form 5500?
It depends on plan type and size. We check for you.
Can you fix a missed filing?
We can help with late and back Form 5500 filings.
Related guides.
From Renewals to Results: The Broker Playbook
The full playbook.
One Connected Record: Payroll, Enrollment and COBRA
One record, many systems.
Benefits Implementation: Run It as a Project With Dates
Dates, owners and testing.
Want this applied to your renewal?
Send us the renewal and we will run it through DATUM and show you where the number comes from.
Your renewal letter
Your census
Your current plan documents
Your renewal date
Rough answers are fine. We build the numbers from there.
Laws and rules referenced
Employee Benefit News: Renewals to Results — Opinion piece on brokers moving from plan shopping to data-driven advisory work.
U.S. Department of Labor: ERISA — Overview of the law.
U.S. Department of Labor: Form 5500 Series — Annual return and filing guidance.
An independent employee benefits consulting firm. We look at the entire benefits program — cost, plan performance, risk and administration.
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