Resources
Our downloadable resources provide practical guidance and tools to help make your compliance journey simpler.
Explore our tools and checklists.

Fiduciary Checklist for Group Health Plans
This checklist is for fiduciaries designed with HIPAA, ERISA, and CAA regulations in mind.



HIPAA Pitfalls: Do This, Not That!
5 quick tips for staying HIPAA compliant during busy seasons. Great to hang in a common area!


HIPAA Annual Checklist
So much can happen in a year - review your HIPAA materials annually!
What to Expect from a DOL Audit
Prepare before a DOLS with this step-by-step checklist.



What Happens When You Change Funding
When plan funding changes, so do compliance responsibilities.

The Richards Group Case Study
How one of our rockstar partners used The Dashboard in a DOL investigation.
ComplianceDashboard
Access upcoming and on-demand webinars
Discover our lineup of webinars and events, designed to empower and inspire you. Don’t miss out!

Boost Benefits Compliance (and Your HR Cred!)
We’re well on our way into the second quarter, and now’s the perfect moment to showcase your benefits compliance skills. With deadlines looming and tasks

Supreme Court to Rule on Preventative Services Mandate
The U.S. Supreme Court heard oral arguments and will decide a critical case that could reshape ACA-mandated preventative services. This decision may impact employers, insurers,

What’s Going on With Maryland’s Paid Family Leave Insurance (FAMLI) Program?
Big news from Maryland: The implementation of the state’s Family and Medical Leave Insurance (“FAMLI”) program has just been officially delayed. While we were previously

HHS Workforce Reduction: What It Means for HIPAA and ERISA Compliance
The White House has recently announced that HHS is reorganizing and will reduce its workforce by 20,000 employees. This is in addition to the reported