Benefits Compliance Consulting

Trust our compliance experts’ attention to detail, providing peace of mind that health insurance requirements are being met.

Our benefits compliance advisors operate as an extension of your HR and leadership teams.

Keeping up—and staying compliant—with changing health insurance requirements could be a full-time job, and for Corporate Synergies’ in-house compliance team, it is. Careful research of new and changing rules supports our compliance advisors’ personalized recommendations. Our comprehensive review uncovers risk, provides a remediation plan and keeps your organization protected.

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Working with your benefits partners will be essential to navigating these CAA benefits changes| Corporate Synergies

Health & Welfare Plan Compliance Assessments

checks employee benefits plans, procedures and filings for errors.

ERISA Plan Document/SPD Amendment

preparation and participant-friendly Summary Plan Descriptions.

Filing & Reporting Assistance

for IRS Form 5500, DFVCP and more.

HIPAA Training

for privacy officers and PHI handlers.

Accredited Educational Events

share actionable information on regulatory developments.

Latest Compliance Resources Entries

ALERT
11.19.2025

Massachusetts Health Insurance Reporting Form is Due by December 15

News & Policy
02.16.2026
Required Updates to HIPAA Notice of Privacy Practices Must be Completed by February 16, 2026

By February 16, 2026, all HIPAA covered entities must update their HIPAA Notice of Privacy Practices (NPPs) pertaining to the confidentiality of substance use disorder (SUD) treatment records in accordance with the February 16, 2024 final regulation under 42 CFR Part 2 (the “Final Rule”). While the U.S. District Court for the Northern District of Texas vacated (invalidated) the Final Rule’s provisions pertaining to increased privacy protections for the confidentiality and disclosure of PHI related to reproductive healthcare (see our eAlert here), the ruling did not vacate requirements pertaining to SUD treatment records. The ruling also does not prohibit covered entities from retaining language in their NPPs providing increased protections for reproductive healthcare records if they so choose. Employers and plan sponsors should consult with their trusted advisors to ensure that all required updates to the NPPs are completed by the February 16, 2026 deadline. This should include making a determination as to whether to retain language in the NPPs regarding reproductive healthcare.

It’s like retaining a full-time compliance department for regulatory guidance.

More From Corporate Synergies

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Matt McCuen

National Executive at Imagine360

Matt McCuen is an industry veteran, with over 30 years of experience in the self-funded space.  

As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families. 

Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.  

Greg Santulli

CEO of Rx Valet

Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results. 

Mitch Lamoriello

VP Wealth Advisor at Advus Partners

Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.

As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.

andy rhea

Andy Rhea

President of Align Risk Solutions

Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private practice. He is a licensed attorney (in both Tennessee and Mississippi) and holds the Associate in Captive Insurance designation. Andy is very active in various captive insurance associations, currently serving as the President of the Tennessee Captive Insurance Association. Andy is a graduate of Mississippi State University where he received a BBA and MBA, and he earned his law degree from the University of Mississippi. During the feasibility and formation phases of Align’s process, Andy is involved in all regulatory, business plan and application functions. Ongoing, Andy is responsible for corporate governance, regulatory matters, and client relationships. 

Andrew Zito

President/CEO – Advus Fincancial Partners

Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.

Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and settingits strategic direction.

Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.