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Learn More About Smart Compliance
Cloud-Based Compliance Portal

Smart Compliance

ERISA Support

Smart Compliance can help your company avoid costly fines and penalties


Our exclusive smart compliance platform, includes:

  • Nationally recognized Compliance Director, Peter J. Marathas, Jr., Esq.
  • A Health and Welfare Compliance Guide that is updated annually
  • Comprehensive Plan sponsor health and welfare compliance checklists
  • Health and Welfare Compliance Calendar as well as a Health and Welfare Compliance Audit Tool and MY VAULT
  • A monthly Smart Webinar Series - The Smart Webinar Series focuses on timely topics of interest in one-hour sessions each month;  each webinar includes an interactive question and answer session that provides you with the opportunity to receive answers to your compliance-related health and welfare benefit questions from a legal expert

Learn more about smart compliance and see a demonstration video of the cloud-based ERISA compliance portal.


The Health and Welfare Compliance Guide is an easy to read resource providing the most recent regulation changes and new laws, including:

  • Plan Document Requirements
  • COBRA Laws, Regulations, and Checklists
  • HIPAA Portability Provisions, Non-Discrimination Rules, and Checklists
  • Wellness Program Compliance
  • Military Leave
  • FMLA Checklists
  • Medicare Part D Notice  Requirements and Model Notices
  • Mental Health Parity Act
  • HSAs, HRAs, and FSAs
  • Filing Requirements
  • Wrap Plan Documents


CPI-HR is also able to provide payroll tax filing compliance resources, an employment law advice service, and hundreds of downloadable HR forms from HR Genius.

To find out more about smart compliance, or any of our other HR Assist services, request a Free Consultation with an employee benefits consultant.


Smart Compliance

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