Membership Levels(old)

Educate

Educate your team on CAA
$ 29
00

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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Complete

Complete your fiduciary responsibilities
$ 4500
00

Annually per Employer
  • Everything in Activate
  • Fiduciary - Process Wizard
  • Fiduciary - Meeting Manager
  • Fiduciary - Document Vault
  • Live Chat for Virtual Support
  • HPfid Fiduciary Community Access
  • How to Save Money on Healthcare with CAA
  • Gag Clause Prohibition Compliance Letters
  • Includes 5 Activate Users
Join Now

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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