Everything you need to Comply and Attest by 12/31/2023

Fully-Insured Playbook

Easy & Affordable CAA Compliance
$ 199
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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Level-Funded Playbook

Easy & Affordable CAA Compliance
$ 299
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
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Self-Insured Playbook

Full Compliance and Fiducary Process
$ 1299
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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Fiduciary Education

Educate

Educate your team on CAA
FREE
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
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Activate

Activate your fiduciary process
$ 99
00

Annually
  • Everything in Educate
  • Training - Fiduciary Process
  • Training - Accessing Data
  • Training - Benchmarking
  • HPfid Fiduciary Certification
  • ATA Webinars - Ask Tony Anything


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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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