Compliance and
regulatory support

OVERVIEW

The Emeriti retiree health savings program is compliant every step of the way

Emeriti ensures that your plan complies with applicable securities and insurance laws and regulations.
WHAT IT INCLUDES

Our team handles the details and keeps you informed about relevant changes

In addition to adherence of applicable accounting rules and standards, the program provides the following:
Filing required federal and state applications and forms
Preparation of Forms 5500 and 990
Drafting of Summary Plan Descriptions and Annual Reports
HOW IT WORKS

Integrated service and support

Emeriti and its service providers work together seamlessly to ensure that your plan is always in compliance.
GET STARTED

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We are ready to help you discover how Emeriti's Retirement Healthcare Savings Program can work at your organization.

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