Compliance Services

Compliance Services

Keeping up with Ever-Changing Regulations is Complex

Employers today face increased scrutiny and stricter regulations. From ERISA requirements to ACA reporting, compliance missteps can cost time, money, and credibility. Our compliance team partners with you to ensure your plan stays aligned, documented, and audit-ready—so you can focus on your business with confidence.

Compliance Preparedness, Made Simple.

What It’s Like Working with Us

What We do to Support Employers

What Success Looks Like When You Work With Us

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  • “We have been dealing with Innovative Benefit Planning for many, many years. They have given us nothing but exceptional service. We can pick up the phone or email them and they always resolve our questions and take care of our employees insurance issues in a very timely manner. They negotiate our insurance rates every year and have managed to reduce the increase every year.”

    Jeffery L.
  • “Innovative truly is a partner with me to make sure our team members have the best benefits and service around their benefits that we can offer. Innovative’s team is responsive, professional and resourceful. One of my favorite things about Innovative is the way they partner with their clients to keep us informed and compliant, in many areas of our business, even beyond the areas they support us in.”

    Tracy W.
  • “Innovative is always present even when open enrollment ends, their year round communication reminds me that I can always reach out for help at any time. Their professionalism is the utmost one can expect.”

    Marlene G.
  • “Their level of commitment just keeps getting better each year. They have more than met our expectations on renewal negotiations, response time, assistance with ongoing plans, open enrollment material, meetings, support, bill auditing, and wellness programs.”

    Carrol B.
  • “One of my favorite things about Innovative is the way they partner with their clients to keep us informed and compliant, in many areas of our business, even beyond the areas they support us in.”

    Tracy W.

Helping Employers Deliver a Comprehensive Retirement Plan Solution

ERISA Compliance

ACA Compliance & Reporting

Form 5500 Preparation & Filing

DOL/IRS Audit Support

Fiduciary Governance

Regulatory Updates

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