ERISAPros prepares Wrap Plan Documents, Wrap Summary Plan Descriptions (SPDs), Summary Annual Reports (SARs), Summary of Material Modifications (SMMs), annual Form 5500s, and Premium Only Plans (POP). We also provide consulting and other services necessary for employers to comply with ERISA as it relates to their welfare benefit plans (e.g., group medical, dental, life & AD&D, disability, and vision insurance policies, as well as plans such as health FSAs, and HRAs.) That’s all we do. We don’t sell insurance or any other products.
Our employees have years of experience, knowledge and training in ERISA and employee benefit plans. We proactively contact our clients every year to outline the legislative changes made by the DOL and find out if they have made changes to their benefits that must be reflected in the SPD.
At ERISAPros, we are at the forefront of where compliance and technology meet.
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