Compliance solutions

Navigating the complexities of employee benefits compliance is a critical challenge for organizations today. With constantly evolving legislation and regulatory requirements, businesses must stay vigilant to avoid penalties, lawsuits, or reputational risks.

Why choose IOA for compliance solutions?

IOA’s compliance solutions empower you to manage your fiduciary responsibilities with confidence. By combining expert guidance, proactive monitoring, and customized services, we ensure your benefit plans remain compliant while aligning with your strategic objectives. From maintaining legal control group analyses to conducting in-depth plan reviews, IOA provides the tools and insights you need to safeguard your organization and build trust with your workforce.

Expert guidance and proactive strategies to ensure compliance and mitigate risks.

Anticipate legislative changes

IOA’s advisors monitor legislative updates and regulatory developments to help your organization stay ahead of compliance requirements. Our tailored recommendations help you ensure your plans adapt to evolving standards, minimizing potential risks.

Fiduciary support tailored to your needs

Managing health and welfare benefit plans comes with fiduciary responsibilities that require diligent oversight. IOA provides the tools and resources to help you meet these obligations and protect your organization and its plan participants.

Customized compliance services

Every organization faces unique challenges. IOA delivers targeted solutions, from legal guidance and actuarial analysis to workforce restructuring recommendations, helping you achieve compliance without compromising your business goals.

Customized compliance services

Every organization faces unique challenges. IOA delivers targeted solutions, from legal guidance and actuarial analysis to workforce restructuring recommendations, helping you achieve compliance without compromising your business goals.

Complimentary compliance services
Enhanced compliance services
Complimentary compliance services

Compliance reviews

Assess your current plans to ensure regulatory compliance.

Dedicated help desk

Access expert guidance for compliance-related concerns.

Educational webinars

Stay informed about industry trends and legislative updates.

Legislative updates

Receive timely alerts on regulatory changes impacting your benefits plans.

Strategic recommendations

Gain actionable insights to enhance plan compliance and effectiveness.

Enhanced compliance services

Actuarial pay-or-play analysis

Understand the cost implications of offering benefits under current regulations.

Full-time status determinations

Ensure accurate benefit eligibility assessments.

Legal guidance

Access expert opinions on compliance-related legal matters.

Measurement period consultation

Design and manage measurement periods for ACA compliance.

Plan document reviews

Evaluate the accuracy and compliance of existing plan documents.

Workforce restructuring advice

Receive tailored recommendations to align your workforce strategy with compliance requirements.

IOA’s employee benefits products

Employer experience

Enhance your employer experience with IOA. We provide data-driven health strategies, HR tools, compliance support, and customized employee benefits solutions to help you attract and retain top talent.

Technology solutions

Simplify benefits administration with IOA’s cutting-edge technology solutions. From payroll integration to 24/7 employee self-service, our intuitive platforms enhance efficiency, reduce errors, and improve the employee experience.

Data solutions

Optimize your employee benefits with IOA’s data solutions. Leverage advanced analytics, benchmarking, and risk exposure insights to improve plan performance, reduce costs, and enhance employee engagement. Discover more today.

Wellbeing solutions

Boost employee engagement, productivity, and retention with IOA’s tailored wellbeing solutions. Leverage data-driven insights, custom wellness programs, and advanced technology to create a culture of health that benefits your team and bottom line.

Employee experience

Enhance your workplace with IOA’s employee experience solutions. From benefits education and claims advocacy to wellbeing programs and Rx savings cards, we help you attract, reward, and retain top talent while optimising benefits and costs.

Connect with an IOA
compliance solutions expert

Speak to an IOA broker who understands your employees, industry, goals, and challenges.

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Get in touch

At IOA, we prioritize building solid relationships with our clients and community. Please feel free to use the form to contact us with your questions, comments, or feedback, or call an IOA advocate today.

Free call 1.800.243.6899