Compliance

CAA Medical Fiduciary Checklist

The Consolidated Appropriations Act of 2021 created a number of reporting requirements for plan sponsors and plan fiduciaries. Have you considered your obligations as a fiduciary and created a plan to comply? Download your FREE checklist to prepare.

Quarterly Compliance Webinar 12.18.24

On December 18th, 2024, our Director of Compliance, Tamalyn Wandler, discussed updates from the discussions she had with legislators, lobbyists, and industry leaders at this year’s NAHU Conference about future provisions which affect Employer Health Plans, Retirement Plans, and compensation structures. She also discussed what mid and large size employers...

Compliance Calendar 2025

Stay compliant during 2025. Download our compliance calendar here!

Sample HIPAA Notice of Privacy Practices

Are you prepared to comply with the changes resulting from the HIPAA Privacy Rule to Support Reproductive Health Care Privacy? An updated HIPAA Notice of Privacy Practices should be distributed by February 16, 2026.

HIPAA Privacy Policy Template

Are you prepared to comply with the changes resulting from the HIPAA Privacy Rule to Support Reproductive Health Care Privacy? Covered entities and business associates will need to update their policies and procedures by December 23, 2024 to remain in compliance.

HHS Model Attestation

Employer Action Items: December 23, 2024: By December 23, 2024, HIPAA-covered entities and business associates must be prepared to comply with the new restrictions by doing the following: Update HIPAA Policies and Procedures and Business Associate Agreements to address the new requirements. Review and amend Business Associate Agreements to ensure...

Wellness Compliance 8 Essential Questions

In designing and implementing a wellness plan, employers must navigate a complex web of intersecting laws and regulations. Employers must be aware of HIPAA requirements, the Americans with Disabilities Act (ADA), the Genetic Information Nondiscrimination Act (GINA), as well as the regulations applied to wellness programs by the Equal Employment...

Employer Vaccination Strategies & Requirements

On Thursday, October 21st, 2021, Innovative’s Vice President of Marketing & Engagement, Jamie Bratton, Director of Compliance, Tamalyn Wandler, and HR Service’s Rhonda Hollier provided critical updates on President Biden’s new vaccination requirements, employer vaccination strategies, and best practices for handling the mandate and benefit surcharge issues. Discussion includes: New...

2024 Employer Compliance Calendar

17 Page Calendar to Help Employers Ensure They’re Meeting Deadlines to Remain Compliant in the Workplace Sometimes it may be difficult to keep up with the constant changes in the compliance landscape, especially when HR professionals have other important items on their plate. To help alleviate this pain, we have...

2022 Update From the Hill

On March 31st, 2022, our Director of Compliance, Tamalyn Wandler, discussed updates from the discussions she had with legislators, lobbyists, and industry leaders at this year’s NAHU Conference about future provisions which affect Employer Health Plans, Retirement Plans, and compensation structures. She also discussed what mid and large size employers...

Important 2022 Employer Compliance Reminders & Action Items

On Tuesday, January 25th, 2022, Innovative Benefit Planning provided a 45-minute webinar featuring important compliance reminders and action items for 2022. Download the recording below to hear our Director of Compliance, Tamalyn Wandler, JD provide a few updates that are top of mind for employers. Discussion included: Employer Responsibilities under...