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A Professional ERISA Compliance Services Firm

Specializing in Wrap Plan Documents, SPDs, Simple Cafeteria Plans, and 5500 Filings

At ERISAPros, we are your go-to-specialists for ERISA compliance services and documents for health & welfare benefit plans. It is critical that employers be in compliance and we know what questions to ask, what documents you need, and exactly how to prepare them to fit your company’s needs.

We make ERISA compliance simple and affordable.

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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

We work with a number of vendor partners through our distribution network so I have seen various levels of professionalism and customer service. I can honestly say that ERISAPros has been one of our best relationships due to their expertise, follow through, professionalism and overall responsiveness. We continue to expand the ways in which we work with ERISAPros as they now have a proven track record with our producers, who have very high expectations with any service they recommend to their clients.

Suzanne Spradley, Senior Vice President, Chief Compliance Officer, Associate General Counsel, NFP CORP.

ERISA News & Views

“Tie Goes to the Plan Administrator: Sixth Circuit Clarifies Importance of Firestone Language for ERISA Plan Interpretation

[P]lan sponsors should take the following steps as a result of this litigation. Inventory all plans, including qualified, nonqualified, health and welfare, and severance plans that are subject to ERISA. Review these plans to make [...]

The Big Difference between Form 5500 Filing Requirements for Welfare and Retirement Plans

"[T]he DOL has been known to send notices to plan sponsors who have filed a 5500 for their large retirement plan but have not filed a 5500 for their health and welfare plan.... [C]ompanies with [...]

IRS FAQs Provide Guidance about the Paid Family and Medical Leave Tax Credit

"The IRS has issued FAQs that provide guidance to employers on the Paid Family and Medical Leave Tax Credit which was created by the Tax Cuts and Jobs Act of 2017.   Background: The FMLA [...]