You shouldn't have to remember every compliance deadline or wonder what's due when. Our Annual Compliance Calendar maps out every federal and state compliance obligation specific to your benefits program throughout the entire year.

Your customized calendar includes:

• All filing deadlines (Form 5500, PCORI, Medicare Part D)
• Required distribution dates for employee notices and disclosures
• Testing and calculation due dates (nondiscrimination, ACA reporting)
• Plan document and SPD update requirements
• State-specific compliance obligations based on your locations
• Proactive reminders well in advance of each deadline

Your compliance documents should be more than just legally accurate—they should be clear, professional, and ready to share with employees without any extra work from you.

ERISA-compliant wrap documents and Summary Plan Descriptions (SPDs) form the legal backbone of your benefits program, and we manage their preparation, updates, and distribution for you.

We fully manage your Medicare Part D compliance, including annual testing and timely participant notices, to ensure accurate determinations and proper disclosure.

The Patient-Centered Outcomes Research Institute (PCORI) fee requires accurate calculations and timely filing. We manage calculation for this annual obligation, ensuring compliance with IRS requirements.

Open enrollment is also a key time for compliance. We prepare and send all required legal notices during your enrollment period.

The regulatory environment is constantly changing. Our monthly compliance updates help you stay ahead by highlighting new rules, guidance, court decisions, and emerging issues that could affect your benefits program.

The regulatory environment is constantly changing. Our monthly compliance updates help you stay ahead by highlighting new rules, guidance, court decisions, and emerging issues that could affect your benefits program.

Vereo handles the entire process for you, ensuring your Form 5500 is prepared and filed accurately and on time.