Everything you need to Get Started

Fiduciary 101

Educate your team on CAA
99
$29
One-Time
  • Introduction to the CAA
  • CAA Actions Required
  • Mandated Fiduciary Process
  • The Law as Your Ally
  • Other Helpful Fiduciary Resources



  • The best source of CAA Compliance Education for employers and brokers
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Fully-Insured & Level Funded Playbook

Easy & Affordable CAA Compliance
$ 49
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
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Self-Insured Playbook

Full Compliance and Fiducary Process

$ 299
00

12 Month Corporate Membership
  • Full Fiduciary Process
  • Gag Clause Prohibition Guide
  • Fiduciary Document Storage
  • Attorney-written Template Letters
  • Live CAA Support
  • Includes All Fiduciary Education
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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
  • Great benefit for large companies
  • Limited quantities available
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