What We Offer~COMPLIANCE
Benefits compliance solutions built for scale.
TrestFlex manages important compliance layers of your employee benefits program — so your HR team can focus on what matters most. From plan documents to regulatory filings, we handle the complexity so you do not have to do so.
01
Plan Documents
Custom preparation of ERISA and IRS required plan documents and amendments.
- Wrap Plans for Consolidated Form 5500 Filings
- Cafeteria Plans
- Flexible Benefit Plans
- Health and Welfare Plan Documents
02
Compliance & Reporting Support
Stay ahead of federal and state regulatory requirements with proactive compliance management. Avoid costly penalties.
- IRS and DOL penalty abatement and amnesty
- ERISA plan document preparation and maintenance
- HIPAA privacy and security compliance
- Audit support and regulatory change monitoring
03
Service Agreements
We negotiate service agreements to ensure legal compliance and favorable terms.
- Administration Agreements
- Pharmacy Benefits Manager Agreements
- Business Associate Agreements
- Other Service Agreements
04
Plan Design & Strategy
Data-driven plan design that balances cost control with competitive, workforce-aligned offerings.
- Workforce demographics analysis and benchmarking
- Cost modeling and contribution strategy
- Carrier and vendor selection support
- Annual plan performance review and optimization
05
Health & Wellness Programs
Integrated wellness initiatives that improve employee health outcomes and reduce long-term costs.
- Wellness program design and vendor coordination
- EAP (Employee Assistance Program) integration
- Mental health and behavioral health benefits review
- Participation incentive program management
06
Compliance Advice
Our team of ERISA and benefits lawyers and professionals provide compliance advice.
- Regulatory compliance
- Benefits eligibility and administration
- COBRA and HIPAA compliance
- Gag Clause prohibition certification support
Not sure where to start?
We'll assess your current benefits program and identify exactly where TrestFlex can add value.