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Compliance and Regulation

We comprehend and appreciate the application of complex benefit laws, regulations and rules.

To reduce risk, companies must ensure compliance. To ensure compliance, one must have an understanding of the law. We comprehend and appreciate the application of complex benefit laws, regulations and rules. Our plans are professionally managed with a conservative approach. Crosby is a member of professional organizations locally and nationally that keep our staff informed of changing legislation in the benefits environment.

We believe that one of Crosby's strategic advantages is keeping our clients informed on all levels.

  • We are diligent about communicating legislative changes to our clients.
  • We work closely with our legal counsel to ensure all of our procedures follow legislative and regulatory guidelines.
  • We pride ourselves on our ability to "coach" our clients through plan design issues, service issues and benefit questions based on our experience with other clients.
  • We have the experience, expertise and certification to provide insightful and efficient consulting, without large fees.

Crosby offers formal compliance services in many areas including:

  • Plan documents
  • Form 5500 Preparation
  • Nondiscrimination testing

 

Q & A with Harvey Crosby

Q:

In meeting those challenges, what distinguishes the Crosby approach?

Harvey Crosby:

There's an entrepreneurial spirit in all we do. We get to know our clients very well and learn how their benefit programs can best compliment their business strategy. We've grown our business by taking on novel, one-of-a-kind challenges. We like going down the road less traveled.

Testimonials

I have been very impressed with every thing at Crosby Benefits. Since moving to Crosby, I have been receiving ?thank you? emails instead of complaints. The employees also love the direct pay parking option and the email notification system for monthly orders. Customer Service has been great and has ...

Case Study

When Payroll Deduction is Not an Option

A local union branch was seeking a way to offer dental benefits to it's members without having to rely on payroll deduction. At the time, the primary employer for the union members did not offer a dental plan. Crosby worked with the union leadership to design a dental benefits program that could be ...