Due Diligence Audit Prep –Are You Compliant? Some key documents needed: • ERISA SPD Wrap Document • Business Associate Agreements • 5500 Filing • Summary Annual Report (SAR) • Model Notices • HIPAA • ACA • And many more!

Due Diligence Audit Prep –Are You Compliant? Some key documents needed: • ERISA SPD Wrap Document • Business Associate Agreements • 5500 Filing • Summary Annual Report (SAR) • Model Notices • HIPAA • ACA • And many more!