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A Professional Services Firm
Specializing in Wrap Plan Documents, SPD’s, Simple Cafeteria Plans and 5500 Filings.

Path to Compliance

Path to Compliance

Regardless of size, almost every Employer and Employee Benefit Plan is subject to ERISA and is required to meet government regulations.

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Taking the Road Ahead

Taking the Road Ahead

We offer solutions for each road on the compliance journey – Wrap Plans and Summary Plan Descriptions, Form 5500 filings, and Premium Only Plans.

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Compliance Solutions

Compliance Solutions

Our solutions range from full service consultations to self-service, web-based products. Our team will guide you to the best solution.

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From our first contact with the ERISAPros team, we were impressed with their professionalism and knowledge, and the solutions they offered to produce a Wrap Plan document for our welfare benefit plans…

Buddy Pittman, Senior VP of HR, DALLAS MAVERICKS

To be honest, your product is more thorough than I could have ever hoped…For the complexity and volume of work that this project entailed, this is impressive.

Susanne Baskin, Benefits Manager, MATRIX RESOURCES, INC.

…it was an absolute pleasure working with you and the process was so easy.

Adam Guttman, UNITED NATIONS FEDERAL CREDIT UNION

We are very pleased with the decision we made to retain the Platinum – Wrap-Tight sm services of ERISAPros…The discovery process that you and your team performed on the front end to learn the details of our plans was crucial to the success of the project.

Eric Dixon, Benefits Manager, METALSA

ERISA News & Views

Well Drafted Plan Document Saves Self-Insured Medical Plan Over $350,000

"A self-insured medical plan included an anti-assignment provision that prohibited a health care provider from suing on behalf of a participant. The court found the anti-assignment clause to be valid and enforceable. This case highlights [...]

How Qualified and Nonqualified Plan Sponsors Should Respond to the Latest Guidance on ERISA Disability Claims Procedures

"While the fiduciary rule has received most of the attention in the world of ERISA as of late, a lesser known regulation that was finalized late last year also may require action by plan sponsors. [...]

Bringing Telemedicine to the Workplace: What Employers Should Know

"Providing telemedicine services to employees can raise a number of legal issues – the most common being compliance with federal laws such as ERISA, COBRA and HIPAA, as well as state laws concerning medical licensure [...]