What We Do   How We Do It   What You Should Know   News & Events   Participant Area  

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

Crosby has been a valuable business partner in designing, customizing and administering several complex and innovative benefit plans. Our employees have access to accurate and timely information both through online tools and traditional customer service methods.

Case Study

Specialized Back Office Services

An insurance company had won a new client but needed to provide services it was not currently offering. This insurance company (we'll call them ABC Risk) needed a partner which could quickly setup and provide very specialized customer service and coordination to integrate with its life insurance ser...