Custom Level 3: Site Build Intake
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Department of Labor Health Plan Audit
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
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Home Page
Page # 1
Meta Title:
Compliance Strategy | EB Compliance Strategies – Grand Rapids, MI
Meta Description
Create a compliance strategy by working with our organization in Grand Rapids, MI. Enjoy
perfect employee benefit compliance with the help of our company.
Meta Keywords
compliance strategy, employee benefit compliance, erisa, ipaa, hippa, healthcare reform,
compliance services, grand rapids, mi
Feature Installation
Sequence banner – quotes for images:
questions or statements that would be in the four pictures (Rotating pictures) on
the home page.
ARE YOU PREPARED TO RESPOND TO A DEPARTMENT OF LABOR (DOL) AUDIT LETTER
WITHIN 10 DAYS, INCLUDING ALL OF THE REQUIRED DOCUMENTATION? (IMAGE:
SPEHERE IN CURRENT DESIGN)
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IN 2015, THE DOL HAD 2,441 CIVIL INVESTIGATIONS WITH 1,640 OF THOSE CASES
(67.2%) RESULTING IN MONETARY RESULTS FOR PLANS OR OTHER CORRECTIVE ACTION.
(IMAGE: COURTHOUSE)
IN 2015, THE DOL INVESTIGATED MORE THAN 201,000 PARTICIPANT INQUIRIES AND
RECOVERED $402.9 MILLION IN BENEFITS ON BEHALF OF WORKERS THROUGH
INDIVIDUAL COMPLAINTS. (TEAM AT THE TABLE/AUDIT)
PENALTY ASSESSMENTS – NOT BEING COMPLIANT WILL PUT AN EMPLOYER TO
SIGNIFICANT PENALTIES, CIVIL FINES, LAWSUITS, IRS EXCISE TAXES, AND POSSIBLE
REFERRALS TO THE IRS. (COUPLE HELPING EACH OTHER ON THE MOUNTAIN)
HOME PAGE ONLY
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FIRST SECTION BELOW THE BANNER. Please move the ARE YOU IN COMPLIANCE SECTION DOWN THE
PAGE AS PER BELOW.
[H1] Helping You Stay Compliant
Do you feel overwhelmed with complex employee benefit regulations? It can be difficult to remember everything that is
necessary for proper employee benefit compliance, especially as healthcare reform continues to roll out. EB Compliance
Strategies is here to help you create a useful compliance strategy for your business so that you are meeting every
requirement required by ERISA, COBRA, HIPAA, IRS, and ACA.
With the help of our compliance services, you are able to survive DOL or IRS audits, or avoid them entirely. EB Compliance
Strategies offers comprehensive compliance consulting and management services including the following:
THIS SECTION IS THE BLOCKS – make 10 instead of 6 like design.
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Department of Labor Health Plan Audit Preparation (page content still to come)
Plan Document Services (Link to Page of Same Name)
Healthcare Reform Consulting Services (Link to Page of Same Name)
Nondiscrimination Testing Services (Link to Page of Same Name)
Wellness Plan Assessment Services (Link to Page of Same Name)
Participant Notification Services (Link to Page of Same Name)
Record-Keeping Services (Link to Page of Same Name)
Additional Compliance Consulting Services (Link to Page of Same Name)
Vendor Management Consulting Services (Link to Page of Same Name) (page content still to come)
NEXT SECTION – goes beneath blocks and above the blue section with faded image:
Creating the Right Plan for Your Employees
Prompted by the recent changes in the complexity of employee benefit regulations, our employee benefit consulting firm
was started to devote our resources to assisting employers with ERISA welfare benefit plans as well as COBRA, HIPAA, and
wellness plan compliance. It is our goal to provide you with the detailed information and assistance you need to make
smart decisions when it comes to getting your business completely compliant with today’s regulations.
What sort of compliance services can you expect from our consulting firm? Our team proudly offers Department of Labor
(DOL) audit preparation assessments, healthcare reform consulting and reporting, nondiscrimination testing, vendor
contract and HIPAA BA audits, plan document and SPD assessments, and participant notification services. You can save
yourself a lot of headaches, hassle, and fines by choosing to work with our compliance strategy specialists.
Helping Businesses both Big & Small
If you run a business that has between 50 and 10,000 employees, then you are a business in need of our compliance
strategy services. Our consulting firm is here to help you avoid issues that can come with not following the government’s
strict guidelines when it comes to employee benefits. If employers do not follow ERISA compliance when they provide
employee benefits, they can be fined thousands of dollars and run the risk of lawsuits.
Due to the complexity of the laws in regards to employee benefits, our consulting firm is more than happy to provide you
with the compliance services you need to ensure that your company is compliant with the ERISA requirements. Work with
us to ensure that you aren’t fined for not being compliant.
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Contact us for more information about how you can keep your business completely compliant with the help of our
consulting firm. We are providing our compliance strategy services to clients located throughout Grand Rapids and the
entire state of Michigan.
“MODERN BENEFITS CONSULTING” SECTION AS PER DESING GOES HERE –GET STARTED LINKS TO MAIN “SOLUTIONS”
PAGE.
WHY EB COMPLIANCE STRATEGIES IS DIFFERENT AND BETTER?
EB Compliance Strategies is different and better than other providers of ERISA compliance services.
Most employers receive ERISA services from their insurance broker. Insurance brokers offer compliance checklists and
sample participants. Some larger brokers even offer legal support from their clients. ERISA attorneys are great resource
for most employers, except their fees can be substantial.
EB Compliance Strategies offers a better option. We have a deep analytical consulting approach that goes way beyond the
typical broker checklist. Our analysis and recommendations will be reviewed with you and your benefits team. Finally, we
will work with your current ERISA attorney to review and finalize our recommendations.
The benefits of this approach is that EB Compliance Strategies will save you a lot of money by do most of the work of
gathering, analyzing, and making recommendation for your compliance program instead of paying an ERISA attorney.
ERISA attorney’s can charge anywhere between $300 to $550 an hour to do the same type of work. We still want your
ERISA attorney to provide input to the recommendations, finalize the document work, and to provide client-attorney
protections.
Unlike a brokerage firm, EB Compliance Strategies specializes in compliance and vendor management. Secondly, our
analytical review and recommendation are very extensive versus a recommendation. Also, most brokerage firms offer a
disclaimer that states all of their recommendations are not meant to be legal advice and they will not take responsible for
errant recommendations.
“ARE YOU IN COMPLIANCE “ SECTION GOES HERE
PLACE THE VIDEO SECTION AND NEWS FEED HERE
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About
Page # 2
Meta Title:
Compliance Services | About – Grand Rapids, MI
Meta Description
Learn more about our company in Grand Rapids, MI, as well as our compliance services.
Speak to our professionals to learn more about staying compliant.
Meta Keywords
compliance services, grand rapids, mi
Feature Installation
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[H1] About Us
EB Compliance Strategies exists to partner with employers and their advisors to meet their organization’s employee benefit
obligations under ERISA, HIPAA, healthcare reform, and other employee benefit regulations. We are able to do this by
offering compliance services provided by experienced compliance strategy (link to hp) consultants, diligent research,
innovative technology, and legal resources.
Description
EB Compliance Strategies is an employee benefit consulting firm that specializes in ERISA, HIPAA, and HealthCare Reform
compliance consulting, management, and recordkeeping.
Value Proposition
The team at our consulting firm is able to bring value to our clients by helping them avoid expensive IRS and Department of
Labor penalties, lawsuits by participants, and the federal government. We are also able to save businesses the time
involved in comprehending and administering the complex employee benefit regulations under ERISA, HIPAA, healthcare
reform, and other employee benefit laws.
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Purpose Statement
Our purpose is to serve our employer clients by exceeding their expectations through managing their employee benefit
compliance risks. We build value for our clients through diligently consulting, managing, and recording individualized
compliance programs for their organizations.
Our Culture and Values
Our work culture is based on an unwavering belief in integrity and fair dealings, treating our clients and each other with
dignity and respect. EB Compliance Strategies is also committed to maintaining excellence, respect, and integrity in all
aspects of professional and business conduct.
Motto
Focused on integrity, diligence, and excellence in everything that we do!
Meet Our Owner & Chief Consultant
Scott Crumback is the president and founder of our consulting firm. With more than 30 years of experience managing
outsourced employee benefits services for all levels of employer clients, Crumback is an expert in ERISA Welfare Benefit
Plan compliance. A driven entrepreneur with expertise in ERISA, HIPAA, and Affordable Care Act compliance requirements,
Crumback is known for delivering an unparalleled quality of client-focused compliance and benefits administration
consulting.
After noticing an increasing demand for OCR, IRS, and Department of Labor compliance support, Crumback started our
consulting firm to provide long-term compliance solutions to his clients. Combining his thorough understanding of benefits
compliance with extensive business acumen, Crumback leverages regulatory knowledge with shrewd insight to anticipate
the specific needs of your business.
Prior to establishing our consulting firm Crumback shepherded the 2012 merger between bswift, LLC and Corporate Benefit
Strategies. He founded Corporate Benefit Strategies, a flexible benefit services consulting firm, in 1997, growing the
organization to include over 350 clients with $3 million in annual revenue at the time of the merger. Both companies
catered to both small businesses and high-profile clientele, earning reputations for delivering outstanding customer service
and ensuring comprehensive benefits compliance. From 1987-1997, Crumback served as Vice President of Flex
Administrators, Inc., a third-party benefits administrator service specializing in flexible spending accounts management.
Crumback has a proven track record of eliminating worry caused by the looming threat of IRS and Department of Labor
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audits. Committed to comprehensive customer assurance, Crumback's clients have often referred to him as a "sleep
therapist," able to manage all compliance needs so they can finally rest easily. He is adept at spotting hidden compliance
errors and creating easy-to-follow action plans to get your company on track to compliance in no time. Crumback is also an
expert at developing streamlined record-keeping processes to ensure easy recall -- turning that audit nightmare into a
painless process.
Meet Carol Baier
Carol is a principal with EB Compliance Strategies and has over 30 of experience in all aspects of health, welfare, and
retirement plans. Carol has deep and varied background employee benefits background working from a large employer
perspective. Her reputation in the employee benefits community is second to none.
Carol brings her experiences of managing internal HR and benefits departments, along with benefit vendors to EB
Compliance Strategies. Her background and best practices are scalable even to smaller employers.
Most recently, Carol was the Benefits and Vendor Relations Manager for Meijer, Inc., located in Grand Rapids, Michigan.
Meijer has over 70,000 employees throughout the United States. Carol managed the employee vendor relationships
including creating and analyzing responses for Request for Proposals, negotiating contracts and performance guarantees,
monitored vendor performance, directed internal human resources and payroll teams during the acquisition of a new
vendor, and managed the impact of Health Care reform on current vendors and internal systems at Meijer.
Carol has also served as the Global Benefits Manager for Haworth, located in Holland, Michigan and as the Benefits
Manager of Amway (Grand Rapids, Michigan, and the Benefits Manager of First of America (Kalamazoo, Michigan).
Contact us for more information about our consulting firm in Grand Rapids, Michigan as well as to see the full resume of
our founder Scott Crumback.
Solutions
Page # 3
Meta Title:
Compliance Strategy Solutions | Grand Rapids, MI
Meta Description
Contact our firm for a full range of compliance strategy solutions in Grand Rapids, MI. Our
experts offer the services you need to ensure you in in full compliance.
Meta Keywords
compliance strategy solutions
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Feature Installation
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[H1] Solutions
Add links to each solutions page here
Vendor Management Consulting Services
Page # 3
Meta Title:
Vendor Management Consulting Services | Grand Rapids, MI
Meta Description
Contact our firm for a vendor management consulting services in Grand Rapids, MI.
Our experts offer vendor management consulting services to keep you compliant.
Meta Keywords
vendor management consulting services
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[H1] Vendor Management Consulting Services
Plan Document Service
Page # 4
Meta Title:
Plan Document Service | Grand Rapids, MI
Meta Description
Take advantage of our plan document service in Grand Rapids, MI. Ensure your business
is completely compliant by using our plan document consulting service.
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Meta Keywords
plan document service, grand rapids, mi
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[H1] Plan Document Service to Protect Your Company
Keeping your documents updated and properly filed is very important for any company looking to maintain compliance
with current employee benefit regulations. EB Compliance Strategies wants to help you ensure that you remain completely
compliant by providing you with our helpful plan document service. This helps you avoid the potential penalties and fines
that you might experience if you do not have your documents filled out and filed correctly.
Not staying compliant with regulations is a quick way to end up shuttering your business. With the help of our compliance
strategy (link to hp) team, you are able to successfully avoid the potential issues that come with failing compliancy audits.
Let us help you keep your business out of federal trouble.
The Failure to Have a Written Plan Document & SPD
What happens if you do not have a written plan document or fail to provide a SPD during an audit? The result could be a
charge of $110.00 per day to your business. Not only that, but criminal penalties may be imposed on any individual or
entity. The potential penalty could be up to 10 years of imprisonment and/or a monetary fine of $100,000 for an entity.
This fine could be increased up to $500,000. This is simply something that businesses like yours cannot afford.
Failure to have proper plan documents negatively impacts employer compliance with federal regulations. This increases
your risk and exposure for legal action. The solution for staying in compliancy is to work with our consulting firm’s written
plan document service.
How Our Plan Document Service Helps
There are a number of different ways that our team can help you properly create and file your plan documents. The first
step is to utilize our plan document development service. This is when we develop the initial plan documents and SPD for
legal review. It includes support adoption agreements, amendments, and administrative forms.
The next step is the finalization of the plan document or plan documents and the preparation for participant distribution
and recordkeeping. This step allows us to easily help you ensure that everyone gets the copies required of your plan
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document as well as that the files you need saved are properly stored. You can also work with us to have your plan
document reviewed by a qualified ERISA attorney by request. The types of support documents we work with include:

ERISA Wrap Documents

Cafeteria Plans

Health Reimbursement Arrangements

Healthcare FSA

Dependent Care FSA

Tuition Reimbursement

Transit & Parking Reimbursement
Closing CTA: Contact us to receive a helpful plan document service for your business. Our consulting firm works hard to
assist clients located throughout the Grand Rapids area as well as throughout the rest of Michigan.
Healthcare Reform Consulting
Page # 5
Meta Title:
Healthcare Reform Consulting | Grand Rapids, MI
Meta Description
Learn how to stay compliant with current regulations with our healthcare reform
consulting in Grand Rapids, MI. Trust our consultants to assist your business.
Meta Keywords
healthcare reform consulting, grand rapids, mi
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[H1] Healthcare Reform Consulting for Your Business
Healthcare reform has made a huge difference in how businesses have to create their employee benefits. That means what
used to be compliant is no longer acceptable. Are you finding it hard to get your healthcare benefits updated for your
employees? EB Compliance Strategies provides you with the healthcare reform consulting you need to ensure everything is
properly updated. Our compliance strategy (link to hp) team looks forward to providing you with the consulting assistance
you require.
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Determining Applicable Large Employer Status
One of the ways our team is ready to help your business is by determining your employer and controlled group status. This
begins by us identifying your employees and determining the method for calculating your hours of service. This allows us to
figure out how many full-time and how many part-time equivalent employees you have on your payroll in regards to
healthcare reform regulations. We then document your ALE status and help you figure out the adequate healthcare
coverage you need to provide to avoid “Pay or Play” penalties under the Affordable Care Act.
The consultants at our firm are also skilled at determining if the coverage you offer is the Minimum Essential Coverage
(MEC), which provides the Minimum Value (MV) while remaining affordable at 9.5% for single-only coverage. We then test
and use the best Safe Harbor provision for our calculation, including W-2 forms, rate of pay, and the federal poverty line.
Some of the other healthcare reform consulting services we offer include:

Determining Initial Measurement & Standard Measurement Periods

Categorizing Employees as an Ongoing or New Employee

Applying Look-Back Method to Ongoing & New Employees

Evaluating “Pay or Play” Penalties, No Coverage Penalties, & Unaffordable/Inadequate Coverage Penalties
Documenting Required Plan Coverages under Market Reforms Including:

Determination of Grandfather Plan Status

Extension of Dependent Coverage to Age 26

Elimination of Lifetime Dollar Limits

Restrictions on Annual Dollar Limits

Elimination of Pre-Existing Condition Limitations for Individuals under the Age of 19

Uniform Summary of Benefits & Coverage (SBC) Requirements

Choice of Healthcare Professional

Preventative Services

Out-of-Pocket Maximums for Single & Family

Internal Claims, Appeals, & External Reviews
Employee Data Import/Review/Reconciliation
Using our flexible data mapping tool, we have the ability to consolidate your import data from different systems so you can
have high-quality reconciliation reports with only accurate and complete information. Our tool accepts data files in virtually
any format and maps and imports the information into a reporting system via SSL encryption or SFTP with PGP encryption.
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The program also provides you with an easy, on-screen review of your 1095-C form prior to printing. This enables you to
review your form before distribution.
Print/Mail/Electronic Distribution
Working with our consulting firm helps to ensure you receive proper print, mail, and electronic distribution of your
required healthcare forms. We help you with your consolidated 1095-C form, which enables you to provide one form per
envelope per insurance contract. There is an option for TIN (SSN) masking as well with our assistance. Furthermore, we are
able to help you generate an original Form 1095-C for print and distribution for a convenient turn-key approach.
Distribution can be handles via desktop printing, desktop PDF emailing, standard printing and mailing, or an eStatement.
IRS Original/Correction Filings
Generate properly formatted files inclusive of separate records with the help of our team. We help you create filings for
each covered insured and provide you with an e-file of the original filings. Additionally, we identify and track corrections
and generate files for e-file submission to the IRS on your behalf.
Member/Customer Inquiries/Corrections
Make corrections easy by working with our consulting specialists. We provide a desktop form with detail view, edit, and
print capabilities that make it easy for you to handle inquiries and corrections. Our program helps you automatically track
any changes or corrections while ensuring there is a complete audit trail by user, date, and timestamp. Furthermore, your
corrections history is easily viewed online at the individual member level as well as in a group via management reports.
TIN (SSN) Solicitations
Our consulting firm is ready to help you generate, log, and track TIN solicitations in order to help you comply with the IRS
“reasonable cause” regulations therefore avoiding or abating penalties. We generate and distribute either a paper W-9 or a
custom TIN (SSN) solicitation in bulk or one-off solicitation. These solicitation responses can be mailed to the client or to
our firm and then can be attached to the 1094-1095 system as a “compliance event.” Collection, via eW-9 or e-SSN, is
available so members can complete their information online via the system Web portal.
The system we offer tracks all compliance event activities, including outbound solicitation, date, and returned response
date. This allows information to be viewed at the recipient level as well as the entire solicitation population level.
Management Reports
Run and view reports online in real time with the help of our consulting firm. We provide multiple standard reports for our
client and give them the ability to customize their reports using a simple wizard. These reports can be exported to Excel or
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.txt files for your convenience. Additionally, you can schedule your reports to run automatically with our direct electronic
delivery options.
Contact us to learn more about the different ways our healthcare reform consulting services can help your business. Our
services are available to clients located in the Grand Rapids area, as well as throughout the entire state of Michigan.
Nondiscrimination Testing
Page # 6
Meta Title:
Nondiscrimination Testing | Grand Rapids, MI
Meta Description
Receive nondiscrimination testing from our consulting firm in Grand Rapids, MI. Work
with our firm to ensure that your benefits policy is not discriminating.
Meta Keywords
nondiscrimination testing, grand rapids, mi
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[H1] Comprehensive Nondiscrimination Testing
It isn’t just important to ensure that your employee benefits are fair for all of your employees; it is required by law. Are you
meeting the government-mandated regulations at your company? Find out by taking advantage of nondiscrimination
testing from our compliance strategy (link to hp) consulting firm. We are able to quickly assess your company’s situation
and help you figure out any areas that need to be updated to become completely compliant with current laws.
EB Compliance Strategies is a consulting firm that takes great pride in our ability to help companies, just like yours, avoid
major fines and other issues. With the help of our nondiscrimination testing, you are able to fix oversights before they
become problems. Speak to our team today to learn more about the ways we can assist you.
Nondiscrimination Testing for Your Business
The nondiscrimination testing we use to determine if your benefit plans are meeting requirements begins with us creating
and identifying the results of an employer-controlled group analysis. This analysis covers parent-subsidiary, brother-sister,
affiliated service organizations, lease employees, and common law employees.
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The next step in our nondiscrimination testing is to identify the prohibited group of employees. These employees include
highly compensated individuals (HCI), highly compensated employees (HCE), and key employees (KEY). Finally, we identify
the applicable employer-sponsored plans that are subject to the nondiscrimination tests.
Once all of the different subjects have been properly identified, our team will begin to collect data from each individual.
The data we collect includes the employee’s spouse and dependent status, participant plan enrollments, and contribution
data.
We Perform & Report Results for the Following Nondiscrimination Tests
Cafeteria Plans (IRS Code 125) - Key Employee 25% Concentration Test
Cafeteria Plans (IRS Code 125) - Eligibility Test
Cafeteria Plans (IRS Code 125) - Contributions and Benefits Test
Self-Insured Health Plans (IRS Code 105h) - Eligibility Test (Medical, Health Care FSA, HRA)
Self-Insured Health Plans (IRS Code 105h) - Benefit Test (Medical, Health Care FSA, HRA)
Dependent Care (IRS Code 129) - The Eligibility Test
Dependent Care (Section 129) - The Contributions and Benefits Test
Dependent Care (Section 129) - The More than 5% Owners Concentration Test
Dependent Care (Section 129) - The 55% Average Benefits Test
Group Term Life (IRS Code 79) - Group Term Life Test
Contact us to begin the nondiscrimination testing process. Our consulting firm performs these tests for clients located
throughout Grand Rapids as well as across the state of Michigan.
Wellness Plan Assessments
Page # 7
Meta Title:
Wellness Plan Assessments | Grand Rapids, MI
Meta Description
Receive wellness plan assessments from our team in Grand Rapids, MI. Ensure the
effectiveness of your wellness plans with the help of our consultants.
Meta Keywords
wellness plan assessments, grand rapids, mi
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Specific Page Instructions
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s i z e s ) , p l e a s e u s e W o r d t o f o r m a t t h e t e xt a c c o r d i n g l y .
[H1] Assessments for Your Wellness Plan
New regulations have come into play when it comes to creating a wellness plan for your employees. That means your old
wellness plan may no longer be up-to-date. To ensure you are providing your employees with everything required by the
law, EB Compliance Strategies is here to provide you with wellness plan assessments.
The wellness plan assessments we offer are designed to help you get a complete understanding of your current wellness
plan, including showing you areas that need to be updated to become compliant. Our compliance strategy (link to hp)
consulting firm provides you with experienced specialists ready to help you get the results you are after.
Regulation Updates to Wellness Plans
Effective on January 1, 2014, the Affordable Care Act (ACA) changed the rules regarding nondiscriminatory wellness plan
incentives. These new rules state that if the wellness reward was greater than the maximum permitted for a healthcontingent program and no alternatives were offered, then you could end up being fined. These rules also state that if your
wellness plan fails to meet any of the other requirements of special exception to HIPAA’s nondiscrimination rules, your
penalties could be:

IRS Code - Excise Taxes of $100/Day for Each Individual to whom the Failure Relates

ERISA – Department of Labor Civil Enforcement

PHSA - Penalties of up to $100/Day for Each Affected Individual
Getting Your Wellness Plan Properly Assessed
With so many potential liabilities to your wellness system, including issues with COBRA, ADA, GINA, Section 125, and tax
treatment or penalties, it is more important than ever before to have your wellness plan assessed by our consultants. We
are familiar with all of the HIPAA nondiscrimination requirements for wellness plans under the Affordable Care Act and can
ensure that you are meeting everything required to stay in regulation.
There are a number of different types of wellness plans we are able to assess for you. Speak to one of our compliance
strategy specialists to receive your wellness plan assessment for:

Participatory Wellness Programs

Health-Contingent Wellness Programs (Includes: Activity Only Wellness Plans, Contingent/Outcome Based
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Wellness Programs, & Five Requirements of Health-Contingent Programs

Federal Income Tax Treatment of Certain Wellness Rewards

COBRA Compliance & Administration Issues

Section 125 Compliance Issues

Genetic Information Nondiscrimination Act (GINA)

Wellness Participant Disclosure Requirements (If Needed)

Wellness Plan Document & SPD Review

Review of Participant Communication Material
Contact us to begin an assessment on your wellness policy. Our consulting firm is ready to assist clients located in the
Grand Rapids area as well as throughout the entire state of Michigan.
Participant Notifications
Page # 8
Meta Title:
Participant Notifications | Grand Rapids, MI
Meta Description
Receive participant notifications from our firm in Grand Rapids, MI. Ensure your
employees are notified of benefit changes with our notification services.
Meta Keywords
participant notifications, grand rapids, mi
Feature Installation
List any design feature(s) that will be installed on this page, i.e. Sequence Banner, Calendar of Events. List
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[H1] Notifying Your Benefit Participants
You are required to ensure that the participants in your wellness programs are properly notified about any changes or
adjustments made to the programs. This can be a challenge for many organizations, however, which is why it is a smart
idea to work with our compliance strategy (link to hp) consulting firm to help you deliver these notifications.
EB Compliance Strategies provides participant notification, delivery, and record-keeping services to our clients to ensure
they remain completely up-to-date with current regulations. Some of the different types of participant notifications we
provide include:
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
Auditing the Employer’s Current Participant Notices, Delivery, & Record-Keeping Process

Developing Recommended Action Plans & Best Practices for Each Notice

Providing Production, Delivery, & Record-Keeping Services

Utilizing Qualified Participant Delivery Options including First-Class Mail, & Work-Related Computer Email
Participant Notification Types
There are a number of different participant notification types and our compliance strategy consulting firm is skilled at
providing you with services for all of them. It is the goal of our team to keep you completely compliant with all of the
government’s regulations so you can avoid fines and other issues that can come with outdated participant notification
plans. The participant notification types we specialize in working with include:
ERISA Notices: Summary Annual Report (SAR), Summary of Material Modifications (SMM), Summary Plan Descriptions
(SPD), Medicare Part D Notice to Eligible Individuals, Newborns, & Mothers Health Protection Act, CHIP, GINA, NMHPA,
USERRA, & WHCRA Notices & Disclosures
HealthCare Form Notices: Exchange Notice, Automatic Enrollment & Opt-out Provisions, Early Retiree Reinsurance Program
(ERRP) Notice, Expanded Preventative Services, Grandfather Notice, New Internal Claims, Appeals, & External Appeals
Processes, Notice of Waiver of Annual Limit Requirement, Patient Protection “Provider Choice” Disclosure, Summary of
Benefits of Coverage (SBC), Wellness Plan Disclosure
Required COBRA Notices (Audit Only): Initial Notice of COBRA Rights, COBRA Qualifying Event Notification, Notice of
Unavailability of COBRA Coverage, Notice of Termination of COBRA Coverage, & Other COBRA Notices
HIPAA Privacy Notices: Special Enrollment Rights Notice, Notice of Privacy Practices, Notice for Potential State Premium
Assistance Subsidy
QMCSO: Qualified Medical Child Support Orders
Contact us to ensure your employees are being properly updated on any changes to their benefits. Our participant
notification service is available to clients located in Grand Rapids as well as the rest of Michigan.
Record-keeping Service
Page # 9
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Meta Title:
Record-Keeping Service | Grand Rapids, MI
Meta Description
Utilize our record-keeping service in Grand Rapids, MI, to ensure your files are up-to-date.
Keep accurate records with the help of our consulting firm.
Meta Keywords
record-keeping service, grand rapids, mi
Feature Installation
List any design feature(s) that will be installed on this page, i.e. Sequence Banner, Calendar of Events. List
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Specific Page Instructions
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[H1] Keeping Your Records Secure & Updated
Do you want to avoid fines and other issues when your wellness benefits are being audited by a governmental entity? Then
you need to make sure that all of your records are being properly documented, tracked, and secured. EB Compliance
Strategies provides a record-keeping service to our customers to help them do just that.
When you work with our compliance strategy (link to hp) consulting firm, you are working with a team of skilled and
trained professionals that understand how to do their job the right way the very first time. Our compliancy specialists know
just how important it is for you to properly document everything happening with your benefit plans and ensure they are
kept safe until the time they are needed.
The Right Way to Protect Your Records
Proper documentation and accurate records are the foundation to regulatory compliance with both state and federal laws.
By keeping your records up-to-date, you are able to eliminate your exposure to fines and other noncompliance problems.
This can be the difference between running a successful business and being fined out of existence. Not only does it help
you avoid fines, but our record-keeping service also aids you in reducing your employer benefit administration costs.
Your success is our success. That is why our experienced team is ready to go the extra mile to ensure your records are
being kept properly. We ensure the compliance with documentation and recordkeeping requirements as well as the
accurate and timely filing of any plan documents you need to submit. With our help, you are able to successfully pass
audits as well as provide immediate retrieval of plan documents when requested by plan participants or beneficiaries.
Worried about possible litigation in response to your benefits plan? Our record-keeping services can help you ensure you
are properly prepared for any participant litigation that might come your way. Proper organization and preparedness is a
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major benefit for you and your attorneys as you are able to quickly and easily show the information that needs to be seen
to help you support your case.
Contact us to receive high-quality record-keeping services for your business located in the great state of Michigan,
including the Grand Rapids area.
Additional Consulting Services
Page # 10
Meta Title:
Consulting Services | Grand Rapids, MI
Meta Description
Receive consulting services from our firm in Grand Rapids, MI. Ensure that all of your
information is properly updated by working with our compliance team.
Meta Keywords
consulting services, grand rapids, mi
Feature Installation
List any design feature(s) that will be installed on this page, i.e. Sequence Banner, Calendar of Events. List
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s i z e s ) , p l e a s e u s e W o r d t o f o r m a t t h e t e xt a c c o r d i n g l y .
[H1] Additional Consulting Services for Your Business
When it comes to compliance strategy (link to hp) and consulting services, nobody is able to help your business quite like
the team at EB Compliance Strategies. It is the goal of our team to work with small, medium, and larger businesses and
help them ensure that all of their benefits and wellness plans are passing all of the regulatory rules of our state and
country.
We have the training, knowledge, and experience necessary to help you with a wide variety of issues so that you can avoid
fines and other headaches that can come with failing to be compliant. By working with our team of compliancy specialists,
you are doing what it takes to not only avoid problematic audits, but to also ensure that your employees remain happy by
knowing they are getting the coverage they are required to receive by law.
Providing You with the Consulting Services You Need
There is a wide variety of different consulting services available from our firm, and all of them are designed to make your
life easier as we improve the way your business operates your benefits packages and plans. Not only does our team cover
many of the biggest concerns a company might have when it comes to benefit plan compliance, but we also have the
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additional knowledge and skills necessary to tackle services that other consulting firms just aren’t equipped to handle.
Our team is here to help you when you are in need of consulting services to ensure you are compliant with state and
federal laws. Some of the additional consulting services we provide to our clients include:

Employee Communication & Enrollment Form Content Audits

Reviews for All Employee Communication Materials including Consistency with SPD/Insurance Booklets, Healthcare
Reforms, Enrollment Forms, & Participant Signage & Waivers of Coverage Language
Contact us to learn more about all of the different consulting services we offer to our clients. We are proud to assist
individuals located in Grand Rapids as well as those located throughout the entire state of Michigan.
Department of Labor Health Plan Audit Preparation
Page # 9
Meta Title:
Health Plan Audit Preparation | Grand Rapids, MI
Meta Description
Utilize our Health Plan Audit Preparation in Grand Rapids, MI, to ensure your files are upto-date. Keep accurate records with the help of our consulting firm.
Meta Keywords
health plan audit preparation
Feature Installation
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[H1] Department of Labor Health Plan Audit Preparation
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Resources
Page # 11
Meta Title:
Compliance Strategy Firm | Resources – Grand Rapids, MI
Meta Description
Gain additional information regarding compliance strategies using our compliance
resources in Grand Rapids, MI. Our resources provide a wealth of important information.
Meta Keywords
compliance strategy firm, grand rapids, mi
Feature Installation
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Y:\webdav root\Allsec\E\ebcompstrategies.com\Site Content\Build\Resources page
If thumbs are not good enough for elearning section we have a powerpoint called “EB Comp –
Internet Site Title Pages 2016
Specific Page Instructions
For each elearning module AND each white paper below, we want to make it so when clicked, a popup/shadow box comes up with the following text and a basic form:
Please provide some basic information below and click submit. Once received, we will respond as
soon as possible with the item requested.
Name:
Company Name:
Email:
Submit
Once they submit, the following:
“Thank you. We will email you as soon as possible with the item requested.”
Content: Please cut and paste content in to the cell below. If you have specific formatting (bold, italics, larger font
s i z e s ) , p l e a s e u s e W o r d t o f o r m a t t h e t e xt a c c o r d i n g l y .
H1: Resources
Elearning
EB Compliance Strategies has prepared the following Elearning presentation for clients and advisors. Each of the following
presentations has been reviewed by an ERISA attorney.
Place the following thumbs in columns of 2, side by side. Te actual document is called “EBComp Resource Menu and Page
2016 (Autosaved).docx”
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The 20-minute presentation focuses on the current DOL audit activity and helps you prepare for a DOL audit
inquiry.
This 30-minute presentation focuses on the ACA’s reporting requirements under IRS Code 1094/1095.
This 30-minute presentation focuses on the employer’s responsibilities under ERISA, including Fiduciary
management best practices.
This 15-minute presentation focuses on the Form 5500 filing requirements for non-retirement plans.
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This 30-minute presentation focuses on ERISA’s Group Health Plan requirements, including participant notifications.
This 20-minute presentation focuses on the OCR’s HIPAA Phase 2 Audits on employers and Business Associates.
White Papers
Blog
Meta Title:
Page # 11
Compliance Strategy Firm | Blog – Grand Rapids, MI
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Meta Description
Learn what our compliance strategy firm in Grand Rapids, MI, is up to by reading our blog.
Find the latest industry news, tips, and techniques on our blog.
Meta Keywords
compliance strategy firm, grand rapids, mi
Feature Installation
BLOG
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Specific Page Instructions
This is the Blog/News Feed
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s i z e s ) , p l e a s e u s e W o r d t o f o r m a t t h e t e xt a c c o r d i n g l y .
H1: Blog
Contact us with any questions you have about the subjects covered on our blog. Our compliance strategy firm is proud to
provide assistance to clients located throughout the Grand Rapids area, including those located throughout all of Michigan.
Privacy policy
Meta Title:
Page # 11
Compliance Strategy Firm | Privacy Policy – Grand Rapids, MI
Meta Description
Meta Keywords
privacy policy
Feature Installation
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H1: EB Compliance Strategies
Privacy Policy
Please carefully review this Privacy Policy of EB Compliance Strategies (“EBCS”). This policy describes how
EBCS collects, uses, and discloses personal information of customers through its online services and website
(“Site”). EBCS respects your privacy and is committed to protecting the personal information you share with us.
What We Collect
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We collect and store personally identifiable information that you affirmatively choose to provide to us. The
personally identifiable information we collect depends on your activities on the Site. For instance, if you are
required to register in order to use a feature of this Site or to complete an online application form (e.g., to obtain email updates or online publications), we will collect personally identifiable information about you such as your
name, email address, country of residence, and other information which you voluntarily submit. You may correct
or change your registration profile by emailing us.
We may also automatically collect website use information when you visit our Site. This information may include
information about your Internet service provider, your operating system, browser type, domain name, Internet
protocol (IP) address, your access times, the Web pages you request, and the date and time of those requests. Our
collection of website use information may involve the use of cookies and Web beacons. Cookies are small data
files stored on your hard drive by a website. We use them to improve our Site and your experience. Web beacons
are electronic images that we may use on our Site or in our emails to deliver cookies, count visits, and understand
usage.
EBCS may also collect aggregated data or anonymized data that does not directly identify you.
What We Do With Collected Information
We may use information about you for purposes described in this policy or disclosed to you on our Site. For
example, we may use information about you to communicate with you about your account, your requests for
information, our products and services, or other promotional purposes.
We will not voluntarily disclose or sell any information we gather about you to third parties for solicitation or
other reasons unless you consent, and except as otherwise provided below. If we obtain any personal information
about you, we may share it within EBCS for purposes of data processing, storage, or otherwise in connection with
the maintenance or administration of our Site. We also may share your personal information with authorized thirdparty agents or contractors in order to provide a requested service or transaction. We only provide third-party
agents with the minimum amount of personal information necessary to complete the requested service or
transaction.
We may respond to subpoenas, court orders, or legal process by disclosing your personal information and other
related information, if necessary. We may collect and share personal information in order to investigate or take
action regarding illegal activities, suspected fraud, violations of our Terms of Use, or as otherwise required by
law. Due to the existing regulatory environment, we cannot ensure that all of a user’s private communications and
other personal information will never be disclosed in ways not otherwise disclosed in this policy. You authorize us
to disclose any information about you to law enforcement or government officials as we, in our sole discretion,
believe necessary or appropriate. Therefore, although we believe we use industry standard practices to protect our
users’ privacy, we do not promise that their personally identifiable information or private communications can
remain private.
How We Secure Personal Information
We have security policies and physical, technical, and administrative safeguards in place that are intended to
ensure, as far as possible, the security and integrity of all our information, including your personal information.
While we have made these efforts to safeguard your personal information, no system or transmission of data over
the Internet or any other public network can be guaranteed to be 100% secure.
Privacy Policy Updates
We may update our privacy policy from time to time. When we do, we will post the new policy on this page and
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change the date it was last update at the bottom of the policy.
We encourage you to check the date of our privacy policy when you visit the Site for any updates or changes. We
will attempt to notify you of any modified versions of our privacy policy that might materially affect the way we
use or disclose your personal information.
Questions and Feedback
Please contact us with any of your questions, comments and concerns about this Policy. You can reach us at:
EB Compliance Strategies
250 Monroe Ave., Suite 400
Grand Rapids, MI 49503
Phone: 855-671-8924
Privacy policy
Meta Title:
Page # 11
Compliance Strategy Firm | Terms of Use – Grand Rapids, MI
Meta Description
Meta Keywords
terms of use
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EB Compliance Strategies
Terms of Use
Welcome the website of EB Compliance Strategies (“EBCS”). Please carefully review these terms of use. These
terms apply to your access to, and use of, all or any part of this website (“Site”). These terms do not alter in any
way the terms or conditions of any other agreement you may have with EBCS. By accessing or using this Site,
you agree to be bound by these terms and the Privacy Policy located elsewhere on the Site. If you do not agree to
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Custom Level 3: Site Build Intake
all of these terms, do not use this Site.
EBCS reserves the right to change or modify these terms or any policy of the Site at any time and in its sole
discretion. Any changes or modifications will be effective immediately upon posting the revision to the Site, and
you waive any right to receive specific notice of such changes or modifications. Your use of the Site confirms
your acceptance of changes or modifications to these terms. You should frequently review these terms to
understand the terms and conditions that apply to your use of the Site. If you do not agree to a change or
modification made to these terms, you must stop using the Site.
Restrictions on Use
This Site is to be used for informational purposes only. You may use this Site only for personal, non-commercial
purposes. You may not use this Site for any other purpose, including any commercial purpose. The information on
this Site is only intended for persons residing in the United States.
Eligibility, Registration, and Account
This Site is not targeted towards, nor intended for use by, children. Persons less than 18 years of age may use the
Site only if supervised by a parent or legal guardian who agrees to be bound by these terms.
Participation in certain areas of our Site may require you to register for an account. You agree to (a) provide
accurate, truthful, current and complete information when creating your account; (b) maintain and promptly
update your account information; (c) maintain the security of your account by not sharing your password with
others and restricting access to your account and your computer; and (d) take responsibility for all activities that
occur under your account and accept all risks of unauthorized access.
Privacy
Please review our Privacy Policy carefully to understand how EBCS collects, uses, and discloses information it
collects from its users.
Submissions
You hereby grant to EBCS a royalty-free, perpetual, irrevocable, worldwide, nonexclusive right and license to use,
reproduce, modify, adapt, publish, translate, create derivative works from, distribute, perform, and display all
content, remarks, suggestions, ideas, graphics, or other information communicated to EBCS through this Site
(together, the “Submission”), and to incorporate any Submission in other works in any form, media, or technology
now known or later developed. EBCS will not be required to treat any Submission as confidential, and may use
any Submission in its business (including without limitation, for products or advertising) without incurring any
liability for royalties or any other consideration of any kind, and will not incur any liability as a result of any
similarities that may appear in future EBCS operations. EBCS will treat any personal information that you submit
through this Site in accordance with its Privacy Policy.
Site Disclaimer
The materials and information on the Site may include technical inaccuracies or typographical errors. THE
MATERIALS, INFORMATION AND SERVICES ON THE SITE ARE PROVIDED “AS IS” WITHOUT ANY
CONDITIONS, WARRANTIES, OR OTHER TERMS OF ANY KIND. ACCORDINGLY, TO THE FULL
EXTENT PERMITTED BY APPLICABLE LAW, EBCS DISCLAIMS ALL OTHER WARRANTIES,
EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, IMPLIED WARRANTIES OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT AS
TO THE SITE AND THE INFORMATION, CONTENT AND MATERIALS CONTAINED THEREIN.
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Copyright and Limited License
Unless otherwise indicated, the Site and all content and other materials therein, including, without limitation, the
EBCS logo and all designs, text, graphics, pictures, information, data, software, sound files, other files and the
selection and arrangement thereof (collectively, “Site Materials”) are the proprietary property of EBCS or its
licensors or users and are protected by U.S. and international copyright laws.
You may access and use the Site and Site Materials for your personal use only. You agree to comply with all
copyright laws worldwide in your use of this Site and agree that the Site and Site Materials may not be copied,
distributed, republished, uploaded, posted, or transmitted in any way without the prior written consent of EBCS,
except that you may print out a copy of the Site Materials solely for your personal use. In doing so, you may not
remove or alter any copyright, trademark or other proprietary notice appearing on any of the Site Materials. Any
use of the Site or Site Materials other than as specifically authorized herein, without the prior written permission
of EBCS, is strictly prohibited. Such unauthorized use may also violate applicable laws, including, without
limitation, copyright and trademark laws and applicable communications regulations and statutes. Unless
explicitly stated herein, nothing in these terms shall be construed as conferring in any manner, whether by
implication, estoppel or otherwise, any title or ownership of, or exclusive use rights to, any intellectual property or
other right and any goodwill associated therewith.
Trademark Information
All trademarks, service marks, domain names, logos, company names and indicia of origin referred to on the Site
are either trademarks, service marks, domain names, logos, company names or indicia of origin or are otherwise
the property of EBCS or its affiliates or licensors. You may not use any trademark, service mark, domain name,
logo, company name, trade name or indicia of origin of EBCS or any third party without permission from the
owner of the applicable trademark, service mark, domain name, logo, company name, trade name or indicia of
origin.
Third Party Content
EBCS may provide third party content on the Site and links to web pages and content of third parties (collectively,
“Third Party Content”) as a service to those interested in this information. We do not control, endorse or adopt
any Third Party Content and can make no guarantee as to its accuracy or completeness. You acknowledge and
agree that EBCS is not responsible or liable in any manner for any Third Party Content and undertakes no
responsibility to update or review such Third Party Content. You agree to use such Third Party Content contained
therein at your own risk.
Advertisements and Promotions; Third -Party Products and Services
EBCS may display advertisements and promotions from third parties on the Site or may otherwise provide
information about or links to third-party products or services. Your business dealings or correspondence with, or
participation in promotions of, such third parties, and any terms conditions, warranties or representations
associated with such dealings or promotions, are solely between you and such third party. EBCS is not
responsible or liable for any loss or damage of any sort incurred as the result of such dealings or promotions or as
the result of the presence of such non-EBCS advertisers or third party information on the Site.
No Investment Recommendations or Professional Advice
This Site is not intended to provide tax, legal, insurance or investment advice, and nothing on the Site should be
construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by EBCS or
any third party. Unless otherwise specified, you alone are solely responsible for determining whether any
investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your
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investment objectives and personal and financial situation. You should consult an attorney or tax professional
regarding your specific legal or tax situation.
Limitation on Liability
TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, EBCS SHALL NOT BE LIABLE FOR
ANY DIRECT, INDIRECT, PUNITIVE, OR CONSEQUENTIAL DAMAGES, OR ANY OTHER DAMAGES
OF ANY KIND, INCLUDING BUT NOT LIMITED TO LOSS OF INCOME OR LOST PROFITS, ARISING
OUT OF OR IN CONNECTION WITH THE USE OF OR INABILITY TO USE THE SITE, THE CONTENT
OR THE MATERIALS CONTAINED IN OR ACCESSED THROUGH THE SITE, INCLUDING WITHOUT
LIMITATION ANY DAMAGES CAUSED BY OR RESULTING FROM RELIANCE BY A USER ON ANY
INFORMATION OBTAINED FROM EBCS, OR THAT RESULT FROM MISTAKES, OMISSIONS,
INTERRUPTIONS, ERRORS, DEFECTS, VIRUSES, DELAYS IN OPERATION OR TRANSMISSION OR
ANY FAILURE OF PERFORMANCE. IN NO EVENT SHALL THE AGGREGATE LIABILITY OF EBCS,
WHETHER IN CONTRACT, WARRANTY, TORT, PRODUCT LIABILITY, STRICT LIABILITY OR OTHER
THEORY, ARISING OUT OF OR RELATING TO THE USE OF OR INABILITY TO USE THE SITE
EXCEED ANY COMPENSATION PAID BY YOU, IF ANY, TO EBCS FOR ACCESS TO OR USE OF THE
SITE. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSON OR LIMITATION OF CERTAIN
DAMAGES, SO SOME OR ALL OF THESE EXCLUSIONS AND LIMITATIONS OF LIABILITY MAY NOT
APPLY TO YOU.
Indemnification
You agree to defend, indemnify and hold harmless EBCS, its subsidiaries, affiliates, licensors, content providers,
service providers, employees, agents, officers, directors, and contractors, from and against any claims, damages,
costs, liabilities and expenses (including, but not limited to, reasonable attorneys’ fees) arising out of or related to
(a) your use of the Site; (b) your violation of these terms; (c) your violation of any rights of another; or (d) your
conduct in connection with the Site.
Modifications to the Site
EBCS reserves the right to modify or discontinue, temporarily or permanently, the Site or any features or portions
thereof without prior notice. You agree that EBCS will not be liable for any modification, suspension or
discontinuance of the Site or any part thereof.
Security
You are prohibited from using any services or facilities provided in connection with this Site to compromise
security or tamper with the system resources and/or accounts related to this or any other website. The use or
distribution of tools designed for compromising security (e.g., password-guessing programs, cracking tools or
network probing tools) is strictly prohibited. If you become involved in any violation of system security, EBCS
reserves the right to release your details to system administrators at other websites in order to assist them in
resolving security incidents.
EBCS reserves the right to fully cooperate with any law enforcement authorities or court order requesting or
directing EBCS to disclose the identity of anyone posting any e-mail messages, or publishing or otherwise making
available any materials that are believed to violate these terms. BY ACCEPTING THESE TERMS OF USE YOU
WAIVE AND HOLD HARMLESS EBCS FROM ALL CLAIMS RESULTING FROM ANY ACTION TAKEN
BY EBCS DURING OR AS A RESULT OF ITS INVESTIGATIONS AND/OR FROM ANY ACTIONS
TAKEN AS A CONSEQUENCE OF INVESTIGATIONS BY EITHER EBCS OR LAW ENFORCEMENT
AUTHORITIES.
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Jurisdiction and Compliance with Laws
Access to and use of the Site and these terms are governed by U. S. federal law and the laws of Michigan, without
resort to conflict of law provisions. Any legal action or proceeding relating to your access to, or use of, the Site or
these terms shall be instituted only in a state or federal court located in Kent County, Michigan. You consent to
the jurisdiction of, and agree that venue is proper in, these courts in any such legal action or proceeding.
Termination
Notwithstanding anything to the contrary in these terms, EBCS reserves the right, without notice and in its sole
discretion, to terminate your use of the Site and to block or prevent your future access to, and use of, the Site.
Severability
If any provision of these terms shall be deemed unlawful, void or for any reason unenforceable, then that provision
shall be deemed severable from these terms and shall not affect the validity and enforceability of any remaining
provisions.
Contact Us
Please feel free to contact us with any comments, questions or suggestions you might have regarding the
information described in the Site.
You may contact us at:
EB Compliance Strategies
250 Monroe Ave., Suite 400
Grand Rapids, MI 49503
Phone: 855-671-8924
Contact
Page # 12
Meta Title:
Compliance Strategy Consultants | Contact Us – Grand Rapids, MI
Meta Description
Contact our compliance strategy consultants in Grand Rapids, MI, for more information
about how we can assist you. Work with our team to upgrade your policies.
Meta Keywords
compliance strategy consultants, grand rapids, mi
Form Email Address
Feature Installation
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Custom Level 3: Site Build Intake
List any design feature(s) that will be installed on this page, i.e. Sequence Banner, Calendar of Events. List
preferred placement (Header, Body of Page, Footer, Left Sidebar, Right Sidebar.
Images for this page
Picture of 250 Monroe Grand Rapids.jpg
Specific Page Instructions
Google Map and form
Content: Please cut and paste content in to the cell below. If you have specific formatting (bold, it alics, larger font
s i z e s ) , p l e a s e u s e W o r d t o f o r m a t t h e t e xt a c c o r d i n g l y .
Contact us to learn more about how we can assist you with upgrading your benefits policies. Our compliance strategy
consultants work with clients located throughout the entire state of Michigan, including those in the Grand Rapids area.
EB Comp Strategies, LLC
250 Monroe Avenue NW , Suite 400
Grand Rapids, MI
49503
855-671-8924
[email protected]
Site Revisions #1
Page Link:
Home
Design Changes
Beef up the H1 titles a bit – a bit more bold/stronger
Modern Benefits section – add presentation link
https://www.clearslide.com/view/mail?iID=3cc9J7bkQF8v9ZJKGGkL
Remove Media Center and spread out the news posts on one row
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Custom Level 3: Site Build Intake
Page Link:
About
Design Changes
Change orange text – use maroon of his logo
NEW CONTENT FOR CAROL AND SCOTT:
Carol Baier
As a principal with EB Compliance Strategies Carol Baier brings with her over 30 years of
comprehensive experience in every aspect of health, welfare, and retirement plans. Carol
has a deep and varied employee benefits background with experience managing internal
HR and benefits departments, as well as benefit vendors, from a large employer
perspective, yet her background and best practices are scalable to even the smallest
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Custom Level 3: Site Build Intake
employer. Her reputation in the employee benefits community is second to none.
Most recently, Carol was the Benefits and Vendor Relations Manager for Meijer, Inc., of
Grand Rapids, Michigan. As one of the largest privately held companies in America,
Meijer has over 70,000 employees throughout the United States. Carol managed the
Meijer employee vendor relationships including creating and analyzing responses for
Request for Proposals, negotiating contracts and performance guarantees, as well as
monitoring vendor performance. When Meijer worked to acquire an existing dairy and
then built a second for the capacity to produce their entire milk supply, Carol directed the
internal human resources and payroll teams for the project while managing the impact of
Health Care reform on existing vendors and internal systems for Meijer at large.
Carol has also served as the Global Benefits Manager for Haworth of Holland, Michigan
and as Benefits Manager for both Amway of Grand Rapids, Michigan and First of America
of Kalamazoo, Michigan.
Scott Crumback
Scott Crumback is President and Founder of EB Compliance Strategies. He is an expert in ERISA
Welfare Benefit Plan compliance with over 34 years of experience managing all levels of
outsourced employee benefits services for his employer clients. A driven entrepreneur with
expertise in HIPAA and Affordable Care Act compliance requirements, Scott is known for
delivering unparalleled excellence in client-focused compliance and benefits administration
consulting.
After establishing himself in the industry, Scott Crumback served for 10 years as Vice President of
Flex Administrators, Inc., a third-party benefits administrator service specializing in flexible
spending accounts management. In 1997 he founded Corporate Benefit Strategies, a flexible benefit
services consulting firm. By 2012, Scott noticed both an increasing demand for IRS and Department
of Labor compliance support and an inadequate supply of client resources. He had grown his
business to include over 350 clients with $3 million in annual revenue and began navigating a
merger between CBS, and bswift LLC, another company that catered to small and high-profile
clientele with a reputation for delivering outstanding customer service, to meet this need. As a
result, EB Compliance Strategies was formed—an organization committed to providing detailed and
long-term comprehensive benefits compliance solutions
EB Compliance Strategies makes the most of Scott and his team’s combined understanding of
benefits compliance, commitment to customer assurance, and extensive business acumen, to
leverage regulatory knowledge and shrewd insight to anticipate the specific needs of your business.
In an industry where audits can feel like an ever-looming threat, EB Compliance Strategies has a
proven track record for managing all compliance needs and setting the minds of its clients at ease.
This team is as adept at spotting hidden compliance errors as it is at creating easy-to-follow action
plans to get a company into compliance quickly. Should an audit ever arise, the streamlined
recordkeeping processes developed and put in place by EBCS will ensure easy recall, so that a
potential nightmare will be nothing more than a painless process.
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Custom Level 3: Site Build Intake
Page Link:
Resources
Design Changes
Change orange fonts as per other pages
Replace 6 Elearning thumbs with 4 in this folder:
G:\ACW - PrePub1\E\ebcompstrategies.com\Site Content\Build\Resources page\NEW IMAGES
Also, replace the 2 white papers thumbs with the two images here as well G:\ACW PrePub1\E\ebcompstrategies.com\Site Content\Build\Resources page\NEW IMAGES
Page Link:
Footer
Design Changes
Add this the bottom….it links to Scott Crumback’s Personal Profile
<a href="https://www.linkedin.com/pub/scott-crumback/6/270/885">
<img
src="https://static.licdn.com/scds/common/u/img/webpromo/btn_viewmy_160x33.png"
width="160" height="33" border="0" alt="View Scott Crumback's profile on LinkedIn">
</a>
Also make the footer link go to same.
Page Link:
Blog
Design Changes
Change orange font
Page Link:
Contact
Design Changes
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Custom Level 3: Site Build Intake
Please add the office photo on top of map as per initial intake
Page Link:
Comprehensive Nondiscrimination Testing
Design Changes
Font in the bullets looks different/odd – please ensure same as other pages
Is it the spacing? Please space same as paragraphs
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Custom Level 3: Site Build Intake
Page Link:
Healthcare Reform Consulting for Your Business
Design Changes
Font in the bullets looks different/odd – please ensure same as other pages
Is it the spacing? Please space same as paragraphs
Page Link:
Check all Solutions pages
Design Changes
Font in the bullets looks different/odd – please ensure same as other pages
Is it the spacing? Please space same as paragraphs
Change Font Color through all pages of the Internet site to a bolder Maroon or Blue
Page Link:
Design Changes
Page Link:
Design Changes
Site Revisions #2
Page Link:
Home
Design Changes
Fonts in each section – they look inconsistent still – the main body text in “Creating the Right
Plan….” Looks different than the body text in “Why EB Comp…” section. Make it all look like the
main text in the first section.
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Custom Level 3: Site Build Intake
Modern Benefits section – add presentation link - make the “Get Started” button the text and link
https://www.clearslide.com/view/mail?iID=3cc9J7bkQF8v9ZJKGGkL
Remove Media Center and spread out the news posts on one row
This next section needs to be moved to above the blue section (Modern Benefits Consulting) and
below the 9 buttons/boxes
Page Link:
Resources
Design Changes
Add a mouse-over effect to thumbnails
Page Link:
Footer
Design Changes
Change Twitter link/graphics to Scott Crumback’s Personal Profile
<a href="https://www.linkedin.com/pub/scott-crumback/6/270/885">
<img
src="https://static.licdn.com/scds/common/u/img/webpromo/btn_viewmy_160x33.png"
width="160" height="33" border="0" alt="View Scott Crumback's profile on LinkedIn">
</a>
Page Link:
Design Changes
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Custom Level 3: Site Build Intake
Page Link:
Design Changes
Page Link:
Design Changes
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