Business of Health with Mike Martens

Managing ERISA Reporting Profitability ft. Jay Rodney

July 26, 2022 Mike Episode 2
Business of Health with Mike Martens
Managing ERISA Reporting Profitability ft. Jay Rodney
Show Notes Chapter Markers

Jay Rodney is the co-founder and CEO of RTO Benefits LLC. The company specializes in developing custom solutions, compliance documents, and nondiscrimination testing for their clients in all markets.

Jay explains how his company streamlines the tedious process and crucial documentation that employers have to go through for their extensive and inclusive benefit plans. Federal laws like the Employee Retirement Income Security Act of 1974 (ERISA) often have a rigorous compliance process, but RTO Benefits LLC can help companies comply easily with the right documents. Catering to the needs of brokers, human resource companies, and insurance agents, RTO Benefits LLC simplifies every complex requirement and paperwork down to the last detail.

Depending on the demands of the market, Jay makes sure that their clients have the resources they need for compliance and completion.

Resources:

Official website: https://rtobenefits.com/ 

Linked In: Jay S. Rodney II

Email address: jay@rtocompany.com 

Connect with First Staff Benefits on Linked In: https://bit.ly/3RmwWla 

Visit First Staff Benefits’ Official Website: www.firststaffbenefits.com

In this Episode: 

0:00 Introduction

1:16 RTO Benefits

2:45 Compliance Documents

3:40 ICHRA Opportunities

5:35 Streamlined Processes

6:37 ERISA’s Coverage

7:47 Exclusion 

8:20 Penalties for Non-Compliance

10:57 Steps to Consider With an Employer

12:45 Enforcements

15:08 Get To Know Jay

Introduction
RTO Benefits
Compliance Documents
ICHRA Opportunities
Streamlined Processes
ERISA’s Coverage
Exclusion
Penalties for Non-Compliance
Steps to Consider With an Employer
Enforcements
Get To Know Jay