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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

ERISA News & Views

Mercer’s Mike Sinkledam Reminds Calendar Year Plans to Implement New SBC Requirements During This Year’s Open Enrollment

"While 'not a lot has changed from last year, from a compliance standpoint, when it comes to open enrollment, the new Summary of Benefits and Coverage (SBC) template and uniform glossary need to be implemented [...]

What to Do When You Receive an Out-of-Network Shakedown Letter

"A physician-owned, out-of-network health care service provider – such as an ambulatory surgery center or a sleep center – sends a demand letter to the plan administrator. The letter asserts an appeal of a denied [...]

IRS Draws Line in the Sand, Won’t Accept Individual Tax Returns Without ACA Information

"For the first time, an individual must complete line 61 (as shown in previous iterations) of the Form 1040 when filing his/her tax return.... It is reasonable to assume that an employee is more likely [...]