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Compliance Planning for Small Groups Punch List

February 3, 2021  |  By: NABIP
Compliance Corner  |  Small Group

The Compliance Planning for Small Groups punch list is a short, easy-to-use tool aimed at brokers working in the small group market for easy compliance planning. The document contains several vital considerations for strategic planning (including plan design, HSA eligibility, nondiscrimination issues, and more) as well as several state law considerations.

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