Our expert Compliance team provides comprehensive consulting services and in-depth education regarding the ever-changing employee benefit compliance landscape. The Compliance team continuously monitors critical federal legislative, regulatory, and judicial developments to provide timely, practical guidance to our clients. We equip our consultants to effectively guide employers through an array of complex compliance requirements. The Compliance team strives to ensure that clients thoroughly understand their compliance obligations by distilling complex information into easy-to-understand guidance that includes any required action steps. Our goal is to enable our clients to establish a compliant culture that minimizes exposure to penalties and plan audits.


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  • Fast-breaking alerts on actionable compliance developments
  • Newsletters and webinars on critical compliance topics
  • Comprehensive benefit program compliance reviews
  • Customized Employee Retirement Income Security Act (ERISA) plan document and Summary Plan Description (SPD)
  • Compliance checklists
  • Health Insurance Portability and Accountability Act (HIPAA) privacy and security toolkit, consulting advice, and training
  • Form 5500 completion
  • Annual customized service calendar with compliance deadlines

What to Expect from EPIC

We are here to help identify and address client compliance needs through:

  • Strategic Affordable Care Act (ACA) advice, including financial and administrative impact analysis
  • Practical day-to-day ACA, ERISA, HIPAA, IRC, COBRA and insurance mandate guidance
  • Client-specific planning, implementation, administration and remediation support as needed
  • Tools and documents to address regulatory requirements
  • Processes and procedures aimed at Department of Labor (DOL) audit avoidance, preparation, and assistance
  • Customized compliance-related employee communications

Sign up for our Compliance Matters Newsletter

You’ll receive our monthly newsletter, as well as special compliance alerts and invitations to our compliance webinars

Our Leaders

Liz Mann

Compliance Director – Atlanta, GA

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