Building Compliance Ready Organizations through ComplianceSource

Compliance regulations affect every organization’s operations and can be costly and complex. Penalties and fines can be thousands of dollars per employee or per day. The risk is even greater for global companies.

As many as 55% of employers don’t comply with ERISA requirements and many are unaware of other regulations that can devastate company profits. With laws changing constantly, it’s important to rely on a true compliance expert to avoid problems. ComplianceSource manages all compliance-related services for you. Rather than add another broker, you can take advantage of all services through one source. Whether you need COBRA administration, summary plan documents, HR compliance, HR consulting, or need to ensure compliance for audits, ComplianceSource provides unmatched expertise. With free access to our labor and employment attorney, you will also save on legal fees.

Our wide range of compliance and HR services include the following:

COBRA Administration

We offer complete COBRA administration including initial new hire notices, COBRA continuation notices and termination correspondence. In addition, we take the responsibility for the following:

  • Up-to-date state specific letters
  • All customer service to the separated employee
  • Collection of COBRA premiums
  • Remittance of premiums to the employer
  • Terminations due to non-payment or ineligibility
  • Record keeping of all letters, postmarks, and data storage for the time required by the DOL

Summary Plan Descriptions (SPD)
We offer summary plan description plan document (SPD) compliance services focusing on the documents that ERISA requires for Health & Welfare Benefit Plans.

Medicare Part D Requirements

ComplianceSource manages annual employee Medicare Part D letters and online CMS annual filing employer assistance.

Access to Labor and Employment Attorney

You are entitled to free telephonic access to our Labor and Employment attorney. You’ll also receive expert legal advice on all Human Resource and Labor matters.

Human Resource Consultant

Our clients have free telephonic access to a professional HR consulting team. Any general HR topics can be discussed including, but not limited to, the following:

  • Employer/employee dispute resolution advice
  • Privacy issues
  • New employee interview do’s and don’ts
  • File compliance (I9’s etc.)
  • Employee recognition programs
  • DOL postings

Online Benefit Summaries

We provide summaries, downloadable (PDF) forms, and benefit and compensation statements to meet all of your needs.

Local Legislative Compliance and Filing Assistance

We offer assistance in matters relating to Massachusetts Health Reform filing compliance, educational seminars, and legal interpretations of rules and technical corrections.

Customized Benefit Sites and Communications for Employees

We offer customized benefit sites for our clients employees.  Employees can log onto our on-line portal and are able to view all company benefits and get access to any forms needed.  In addition, we also offere customized communication to employees are open enrollment meetingson their benefits.

If your company has an on-line benefit site, you can log onto our systems at
  Employee Benefit Site Portal.

HR Management Support Systems

 With the HR Research Zone that provides a salary finder, national and local regulation comparisons, job description examples, and other tools, your business will stay on top of all HR developments. 

To learn more about ComplianceSource services including expert COBRA administration, HR management support, legal consulting, and compliance management, call us at 877-993-5600.

Testimonials/view more

We have enjoyed working with CBA / PBG for our Employee Benefits plan.  We work with CBA because they are able to show us options that allow us to save money and offer a high level of benefits and choice to our employees.  The service and options that they bring to us every year are unparalleled. We also appr...
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Educational Webinars Library

Posted on: 08/28/2015
Our educational webinars are available to watch at anytime! Our most popular topics are below: The A, B, C and D's of Medicare Health Care Account Collection Practices in the Age of ...