Wrap Up the Year With Total Compliance Confidence

Year-end is approaching fast — and for HR teams, that means compliance deadlines, data audits, and ACA reporting are right around the corner. With so many moving parts, even small oversights can lead to costly penalties or frantic January fire drills.

The Year-End Compliance Checklist is your stress-free guide to closing out the year with accuracy, clarity, and confidence — giving you a clean handoff into filing season.

This ready-to-use resource includes:

• Step-by-step guidance for auditing benefits data across benefits administration platforms, payroll, and carriers
• Clear instructions for preparing and validating ACA forms (1095-C and 1094-C)
• Multi-state compliance checkpoints and HIPAA reminders to ensure nothing slips through the cracks
• Employee communication prompts for distributing notices and year-end updates
• Vendor coordination steps to ensure your partners stay aligned and compliant

Whether you’re supporting a large enterprise or a mighty-but-small HR team, this checklist helps you:

• Avoid compliance risks with a structured, comprehensive year-end process
• Save time by eliminating guesswork and simplifying complex reporting tasks
• Build a clean foundation for next year’s holistic benefits experience
• Strengthen accuracy and trust across your entire benefits ecosystem

Because benefits compliance isn’t something to “figure out later” — it’s something to get right, every single year.

Get the Year-End Benefits Compliance Checklist

Fill out the form below to download your free copy: