Compliance

Segal offers a range of compliance services and publications to help multiemployer plan sponsors navigate the maze of federal, state and local laws and regulations related to benefit plans.

Compliance Services

  • Drafting plan documents, summary plan descriptions, plan enrollment information, administrative forms and participant correspondence and notices
  • Reviewing documents for compliance with Internal Revenue Code and Department of Labor provisions and regulations, internal and external consistency and the provision of clear rules and guidelines for plan operations
  • HIPAA privacy and security assessment, policies and procedures, compliance and training programs
  • Designing wellness programs to promote healthy lifestyles while complying with strict federal guidelines
  • Drafting policies and procedures, and conducting training, on a wide range of federally mandated plan provisions, including COBRA, QDROs, USERRA, PPA and other laws
  • Developing Health Reimbursement Arrangements that can add flexibility to the design of a multiemployer health plan, or provide a retiree health benefit
  • Helping plan sponsors navigate new and confusing rules regarding Medicare, coordination of benefits and the Medicare Part D Retiree Drug Subsidy (RDS)
  • Helping plan sponsors prepare for government audits of health and retirement plans
  • CrosscheckSM, an operational review of your administrative procedures

Our Washington-based staff of health and pension law experts maintain close relationships with government agencies and this allows them to follow legislative developments and be able to alert clients and respond to questions quickly and efficiently. In addition, Segal's compliance experts wrote and serve as ongoing editors to the Employer's Guide to HIPAA Privacy Requirements (Thompson Publishing Group, Inc.) and serve on the advisory boards of multiple employee benefit publications.

We encourage our clients to contact Segal whenever a question arises about an issue that can affect their plan. However, because Segal does not practice law, if a legal issue arises, you should supplement the information and observations that we offer by consulting with your attorneys for authoritative legal advice.

Segal offers a range of compliance services and publications to help public sector employers navigate the maze of federal, state and local laws and regulations related to benefit plans.

We have extensive experience in preparing comprehensive analyses of federal, state and local legislative and regulatory issues for our public sector clients. These analyses include a wide variety of research projects and reports that we have prepared for boards of trustees of state and local government plans, state legislatures, state commissions, and the federal executive and judiciary branches.

Compliance Services

  • Drafting plan documents, summary plan descriptions, plan enrollment information, administrative forms and participant correspondence and notices
  • Reviewing documents for compliance with Internal Revenue Code provisions and regulations, internal and external consistency and the provision of clear rules and guidelines for plan operations
  • HIPAA privacy and security assessment, policies and procedures, compliance and training programs
  • Designing wellness programs to promote healthy lifestyles while complying with strict federal guidelines
  • Drafting policies and procedures, and conducting training, on a wide range of federally mandated plan provisions, including COBRA, QDROs, USERRA, Cafeteria plans and other laws
  • Developing individual account health plans to accommodate changing health policy needs of employers, including Health Savings Accounts and Health Reimbursement Arrangements
  • Help employers navigate new and confusing rules regarding Medicare, coordination of benefits and the Medicare Part D Retiree Drug Subsidy (RDS)
  • Help employers prepare for government audits of health and retirement plans
  • CrosscheckSM, an operational review of your administrative procedures

Our Washington-based staff of health and pension law experts maintain close relationships with government agencies and this allows them to follow legislative developments and be able to alert clients and respond to questions quickly and efficiently. In addition, Segal's compliance experts wrote and serve as ongoing editors to the Employer's Guide to HIPAA Privacy Requirements (Thompson Publishing Group, Inc.) and serve on the advisory boards of multiple employee benefit publications.

We encourage our clients to contact Segal whenever a question arises about an issue that can affect their plan. However, because Segal does not practice law, if a legal issue arises, you should supplement the information and observations that we offer by consulting with your attorneys for authoritative legal advice.

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Kathryn L. Bakich

Kathryn L. Bakich

SVP, National Health Compliance Practice Leader

Serena Simons

Serena Simons

SVP, National Retirement Compliance Practice Leader

Melanie Walker

Melanie Walker

VP, National Compliance Practice