For the past 21 years, Keller Benefit Services has far exceeded the traditional role of insurance broker in its work with SRA. Keller's expert service has saved us countless hours of research on complex legal and insurance issues. Their service is always timely and thorough, and their advice is accurate and unbiased. They have been our advocate in the insurance marketplace, helping us to deliver an excellent set of benefits to over 5,100 employees nationwide."

KAY CURLING, Director of Work/ Life Solutions, SRA International

7316 Wisconsin Ave, Suite 400
Bethesda, MD 20814
(301)652-3650 - phone
(301)654-5392 - fax

Legislative Information, Forms & Links

Checklists

Employee Retirement Income & Security Act (ERISA)

For detailed ERISA information: www.dol.gov/ebsa
To download sample 5500 forms and instructions: www.efast.dol.gov
For sample ERISA Statement of Rights: click here

COBRA

For detailed COBRA information: www.dol.gov/ebsa

HIPAA -Portability Rules

For detailed Portability information: http://www.dol.gov/dol/topic/health-plans/portability.htm
For HIPAA model certificate: click here

HIPAA - Privacy & Security Rules

For detailed Privacy information: www.hhs.gov/ocr/hipaa

MEDICARE

Medicare Part D information: www.cms.hhs.gov
For detailed Medicare information: www.medicare.gov and www.ssa.gov

HEALTH SAVINGS ACCOUNTS (HSAs)

For detailed information on HSAs: www.treas.gov/offices/public-affairs/hsa

IRS PUBLICATOINS
www.irs/gov/prod/formspubs/index
Publication 535 - Business Expenses
Publication 502 - Medical and Dental Expenses
Publication 503 - Child and Dependent Care Expenses
Publication (Circular E)15-A & 15-B
Publication 525 - Taxable and Non-Taxable Income
Form 8839 - Qualified Adoption Expenses
Publication 969 - Health Savings Accounts