ERISA Compliance

OCA partners with BC2 to provide enhanced ERISA compliance services!

As you may know, the compliance requirements placed on employer’s health and welfare benefits are ever changing and overwhelming. Accordingly, OCA has partnered with Benefits Compliance Consultants “BC2” to coordinate the myriad of services needed to achieve employer benefits objectives. BC2 specializes in ERISA compliance and provides IRS Form 5500 preparation/filing, Plan Document/Wrap preparation, and ERISA consulting services. Together we understand the many intricacies of ERISA compliance and provide our clients with accurate, affordable solutions and unsurpassed personal service and attention.

OCA is now offering free ERISA evaluations to prospective clients. This is a great feature to let your clients know where they stand with their compliance responsibilities!

Our free ERISA evaluation process will require the group to provide OCA with basic employer data and within a few days OCA will provide the client with a comprehensive overview of our findings (i.e.)  is the group subject to filing Form 5500, do they owe late penalties, do they need a Plan Document, how do they rectify the compliance issues, etc.). Our evaluation will include our low-cost pricing should the client want to move forward, however there are no strings attached.

ERISA Service Process

We will assess, strategize and implement the optimal welfare benefits plan designed to meet your client’s needs. Your trusted OCA team will continue to guide you through and coordinate the service needs, however if/when you have a client in need of Form 5500 and/or ERISA documents you will get to work with additional folks at BC2.  You will now have a dedicated compliance team to answer all your questions!

In addition to our relationship with BC2, OCA continues to work closely with Ashley Gillihan, Esq. of Alston & Bird LLP, who in 2017 U.S. News named the #1 Law Firm of the Year for Employee Benefits (ERISA).

If you’re interested in having one of your clients complete our free ERISA Evaluation, please click the ERISA Evaluation Form link below!

Thank you for the opportunity to be of service!