New Pricing for 2024
Act now to save time, money, and avoid penalties with exclusive new pricing for 2024.
Everything you need to Comply and Attest
Fully-Insured Playbook
Easy & Affordable CAA Compliance
$
199
12 Month Corporate Membership
00
12 Month Corporate Membership
-
Get CAA Compliant
-
Gag Clause Removal & Attestation
-
Affirmative Defense to Penalties
-
Your Process will be Documented
-
How Fully Insured Plans can Pay Less for Healtcare
-
Includes All Fiduciary Educaton
Level-Funded Playbook
Easy & Affordable CAA Compliance
$
299
12 Month Corporate Membership
00
12 Month Corporate Membership
-
Get CAA Compliant
-
Gag Clause Removal & Attestation
-
Affirmative Defense to Penalties
-
Your Process will be Documented
-
How to get more money back at the end of the year with Level-Funding
-
Includes All Fiduciary Education
Self-Insured Playbook
Full Compliance and Fiducary Process
$
1299
12 Month Corporate Membership
00
12 Month Corporate Membership
-
Full Fiduciary Process
-
Gag Clause Prohibition Guide
-
Fiduciary Document Storage
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Attorney-written Template Letters
-
Live CAA Support
-
Includes All Fiduciary Education
Fiduciary Education
Educate
Educate your team on CAA
FREE
Annually
Annually
-
CAA 2023 Executive Summary
-
HPfid Fiduciary Risk Assessment
-
CAA Training Videos
-
Comprehensive Glossary of Key Terms
-
DOL / IRS / HHS Resources
-
The best source of CAA Compliance Education for employers and brokers
Activate
Activate your fiduciary process
$
99
Annually
00
Annually
-
Everything in Educate
-
Training - Fiduciary Process
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Training - Accessing Data
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Training - Benchmarking
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HPfid Fiduciary Certification
-
ATA Webinars - Ask Tony Anything
-
Fractional CAA Compliance Officer Package
$
50,000
00
Annually -
Personalized direct consulting package with services provided by Tony Sorrentino JD, CPA, Chief Compliance Officer
-
2 days per quarter of customized CAA Compliance consulting
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Great benefit for large companies
-
Limited quantities available