As businesses grow and the needs of the organization change, the employee benefits plan you have in place requires a strategy for ensuring your organization remains in compliance. At Davidson, we provide the advice, tools, and support to proactively keep your benefits plan up to speed with dynamic and fluctuating
legislative regulations, ensuring compliance is seamlessly integrated into your business — and peace of mind is always easy to find.

Reliable Legal Team

Our team of specialists include a Compliance Director, Compliance Manager, Human Resources Manager, and ERISA attorneys, all of whom are able to provide professional advice on benefit and healthcare laws, regulations, and standards. We understand the compliance and legislative landscape is ever-changing, and it’s very easy for clients to get bogged down in detail when they need to be focused on managing their organization. We provide customized methods that integrate compliance into a manageable and sustainable process for our clients so they can focus on their business.

Legislative & Compliance Portal

Our resource library contains more than 300,000 compliance and benefits documents. This personalized portal allows clients access to time-saving tools and resources on compliance and HR management topics. There is also an online forum where you can ask questions and search for answers.


Maintaining compliance can be taxing on your HR department, so we’ll recommend the proper procedures, forms, and training to ensure you are effectively managing your department.

Continuing Education

We frequently host HRCI CE-approved seminars and monthly webinars for our clients to provide them with information on the relevant HR topics and education they need to succeed. Timely legal emails are also distributed to ensure you are always up-to-date as regulations and policies change.

Comprehensive Compliance Audit

Our in-house compliance department performs a comprehensive benefits compliance audit, looking for any discrepancies created by changing legislation and recommending a customized solution to fit your company.

Compliance Audit Coverage (Partial List)

Tools and Resources Administration
  • Comprehensive Health & Welfare Compliance Guide & Checklist
  • Plan document requirements
  • Affordable Care Act Checklist
  • Employer Shared Responsibility & filing requirements
  • Department of Labor Audit Checklist
  • Grandfathered /Non-grandfathered Checklists
  • COBRA Employers Guide
  • FMLA Checklist
  • Medicare Secondary Payer Rules
  • Nondiscrimination Rules
  • HSAs/HRAs/FSAs
  • 5500 Filing requirements
  • AleraHR Hotline – certified HR experts answer questions, render advice, and follow up with research to resolve issues
  • Ongoing Compliance Assistance
  • Employee Notifications
    (CHIP, Medicare D, WHCRA, etc.)
  • 5500 Filing Preparation
  • IBNR Reserve Calculation
  • Wrap Plan Documents
  • Family & Medical Leave
  • Military Leave (USERRA)
  • Wellness Programs
  • Nondiscrimination testing
  • Business Associate Agreements & HITECH