Partnering for Compliance
In this session, you’ll learn how to confidently support clients across a range of ACA scenarios—from inheriting non-compliant groups to navigating mid-year BOR changes—while reducing risk and strengthening your advisory role.
What You’ll Learn:
* How to position and deliver ACA compliance support—regardless of ben admin or payroll systems
* How to identify, mitigate, and respond to ACA compliance risks and IRS notices
* How to navigate complex scenarios, including BOR changes, non-compliant groups, and M&A activity
* How to avoid “ACA Light” pitfalls and leverage the right partner to support long-term success
Why Attend:
Most brokerages avoid ACA compliance due to perceived risk—but your clients still need guidance. This session will show you how to step into that gap with confidence by partnering strategically, reducing exposure, and delivering meaningful value when it matters most.