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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:

It sounds as though the quality of the relationships you form with your clients is critical to your success.

Harvey Crosby:

Meeting difficult challenges requires strong collaborative relationships. We work hard to build relationships based on mutual trust and openness.

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

Customization? - No Problem

Too often, third party administrators are considered rigid and stuck in their ways. Crosby aims to bring a new approach to outsourced administrative services. Throughout the years, Crosby has developed special customizations to meet a particular client's needs. Some of those special cases (which can...