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AFFORDABLE BENEFITS 100% ENGAGEMENT EDUCATION WORKERS COMP RISK Population Health Management Retirement Health to Wealth Replace Open Enrollment Paper Docs with our CD Rom! EMPLOYER STRATEGIES BROKER SERVICES VENDORS & TPAs CONSULTING SERVICES Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581 Lifestyle Risk Calculator

Full Benefits Audit

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Page 1: Full Benefits Audit

AFFORDABLE BENEFITS

100% ENGAGEMENT

EDUCATION WORKERS COMP RISK 

Population Health Management Retirement Health to Wealth

Replace Open Enrollment Paper Docs with our CD Rom!

EMPLOYERSTRATEGIES

BROKERSERVICES

VENDORS& TPAs

CONSULTINGSERVICES

Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581

Lifestyle Risk Calculator

Page 2: Full Benefits Audit

Scott Hettesheimer Suite 1002 513-661-7581 [email protected]

Use the Full Benefits Audit as a Marketing Strategy!

Identify Employer Risk

Create Diverse Multiple Streams of Income

LEVERAGE YOURSELF!

Page 3: Full Benefits Audit

Full Benefits Audit

The Full Benefits Audit provides the fact finding appointment outline for the broker to follow to collect the pertinent information on employee and employer benefits. From group insurance to voluntary benefits to discriminatory individual employer coverage; it’s all in here.

A Full Benefits Audit is a great marketing tool. Creating a DOL Reform Compliant Audit Manual differentiates your business. There are similarities to COBRA Audits, where a compliance manual is required.

Obama care is planning to fund provisions of PPACA with employer fines; approximately $10 Billion over 10 years. A prepared employer has better outcomes than the unsuspecting.

Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581

Page 4: Full Benefits Audit

Services Include:

Essentials of a DOL HealthCare Reform Audit (Manual)

Full Benefits Audit, Data Collection PPACA Employer Rules & Penalties Summary of Benefits and Coverage HIPAA Breach Notification Health Care Reform – Next Steps Dependent Audit HRA Compliance Sick Pay Plans

Employer Benefits LTC For Business Owners Disability Buy Out for Business

Owners Group LTC Key Person Disability Business Succession Cross Purchase Buy Sell Asset Recovery Executive Bonus Fixed Annuities-Advantages

Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581

Page 5: Full Benefits Audit

Creating DOL Compliance Manuals

Brokers need to understand the audit process and take action today to audit proof their clients. Creating a DOL HealthCare Reform Audit Manual for your client is the best defense. Understand we make every effort to provide the compliance process an employer should have on hand; no formal DOL Audit Manual has been created or offered.

The Audit process begins with a request for documents followed by an interview. Having a compliance manual on hand is an advantage for your employer. Everything listed by the DOL has been addressed; including all of the compliance actions the employer has taken since the inception of the 2010 law.

Creating DOL Compliance Manuals can become a marketing strategy and revenue stream.

Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581

Page 6: Full Benefits Audit

Full Benefits Audit

From Beginning to End, We Guide You Through The Fact Finding Process.

Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581

Page 7: Full Benefits Audit

Full Benefits Audit

Conducting a Full Benefits Audit includes everything Brokers need to design Employer and Employee

Benefits

Order Your Full Benefits Audit Training $350 per Broker (click here)

Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581

Page 8: Full Benefits Audit

AFFORDABLE BENEFITS

100% ENGAGEMENT

EDUCATION WORKERS COMP RISK 

Population Health Management Retirement Health to Wealth

Replace Open Enrollment Paper Docs with our CD Rom!

EMPLOYERS BROKERS WELLNESS TPAs

Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581

Page 9: Full Benefits Audit

Contact:

Advanced Benefit Design Institute, LLC

3254 Montana Ave., Suite 1003

Cincinnati, Ohio 45211

513-661-7581 [email protected]

http://www.AdvancedBenefitDesignInstitute.com

Copyright © 2014 Advanced Benefit Design Institute All Rights Reserved. 3254 Montana Ave. Suite 1002, Cincinnati, Ohio 45211 513-661-7581