We Make Complicated Issues Simple

our in-house compliance team is ready to work for you and your clients

We are the only General Agency with a team of in-house experts to assist you and your clients with compliance-related matters, employer reporting, and complex regulations. We’ll help you navigate the uncertainty of changing laws affecting you, your business, and your clients.

  • Employer Reporting Assistance

    Help your clients with vital Internal Revenue Service (IRS) reporting and compliance-related services like ERISA Wrap documents, Form 5500 preparation and filing, and more.

  • HR Support and TPA Services

    We offer a range of human resources-related assistance and third-party administrative services, including COBRA administration, Premium Only Plans, and Flexible Spending Accounts.

  • Business Development + Retention

    We’ll help you build — and retain — more business when you’re able to assist clients stay ahead of trends, changes, and updates. Best of all, you have full access to our in-house Compliance team and ACA support resources at no cost.

WBCompliance Resources

Word & Brown offers a variety of resources to help you in serving the needs of your clients. Check out these tools developed by our WBCompliance team that help simplify compliance and the Affordable Care Act (ACA).

Compliance Conversation Generator (CCG)

This guide helps you jump-start a compliance conversation with your clients, breaking the topic into simple-to-understand talking points.

Download the Guide

ACA Quick Reference Guide

This comprehensive, reader-friendly guide covers the ACA Employer Mandate, California Mandate, Applicable Large Employers (ALEs), Minimum Essential Coverage, minimum value plans, “affordability” calculations, full-time equivalent employee calculations, and more.

Download the ACA Guide

ACA Affordability Guide

A companion to the ACA Quick Reference, this guide offers an in-depth look at setting affordability for plan years in 2023. It’s a great resource for your ALE clients.

Download ACA Affordability Guide


Talk to a representative and find out how to get started with Word & Brown.