Products by ERISA Pros

The Summary Plan Description, or SPD, is the main vehicle for communicating plan rights and obligations to participants and beneficiaries. As the name suggests, it is generally a summary of the material provisions of the plan document, which is understandable to the average participant of the...

The plan administrator must prepare a Form 5500 annually for each ERISA plan that an employer sponsors in order to report certain information to the DOL. Using our Wrap-Tight Plan Document and Wrap Summary Plan Description (SPD) will allow you to prepare and file only one Form 5500 and distribute...

POP plans allow employees to use pre-tax dollars to pay their premium contributions for most employer-sponsored health and welfare benefits, but a POP plan requires appropriate documentation to meet IRS regulations. ERISAPros offers this POP plan documentation as part of our Wrap-Tight solution. By...