Segal offers a range of compliance services to help plan sponsors and trustees ensure that they are in compliance with policies and/or related contracts.

Compliance Services

  • Drafting plan documents, summary plan descriptions, plan enrollment information, administrative forms and participant correspondence and notices
  • Reviewing documents for compliance with federal and provincial regulations
  • Developing Health Spending Account Arrangements that can add flexibility to the design of a multi-employer, public sector or private sector health plan or provide a retiree health benefit
  • Helping plan sponsors prepare for government audits of health and retirement plans

Compliance Publications

Our periodic compliance publications discuss creative benefit planning options for plan sponsors and describe compliance issues raised by major legislation, regulatory developments or accounting standards.

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When a new statute, regulation or judicial decision can potentially affect one of our clients, we alert them by telephone, letter or both. In addition, 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 looking to your attorneys for authoritative legal advice.

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