Brokers, Consultants, and Other Professional Advisors

Mission Critical -
It is mission critical for your clients to be in compliance before they find that out from the Department of Labor or during a lawsuit over denied benefits. By then, it is too late.

Enhance Your Relationships -
Your clients will get a necessary and important product that is professionally prepared and quickly delivered. They will appreciate you for looking out for them and showing them how to save money.

Avoid Misunderstandings -
Most employers that are unaware of ERISA believe that their insurance carrier, broker, HR department, accountant, and/or attorney are responsible for taking care of their ERISA requirements. However, the employer is solely responsible for ERISA compliance. Employers certainly expect their professional advisors to at least make them aware of their compliance requirements and potential liability. Misunderstandings like these can result in some very unhappy clients.

 
Protect Your Own Clientele -
Offer our service rather than leaving the door open to your competitors. That way, your clients won't ask why you didn't advise them of this potential liability.

Vast Market -
Almost every one of your clients needs to be in compliance with the ERISA laws for Health and Welfare Benefit Plans. A great many employers are not in full compliance and are not even aware of it. This means that ERISA compliance is an untapped market for you, and we are here to help you capture it.

Reach More Prospects -
Our value-added service will also help you reach more high quality prospects. Offering our complimentary evaluation is an approach that is rarely used.

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Partnering with ERISA Pros -
Offering our wrap Plan Documents, SPDs, and Form 5500s is a service you should be providing. Working with us costs you nothing. In fact, in the process of helping your clients and protecting your own turf, you will get a profitable end-product. Contact us today to get more information about our partnering arrangements with professionals.

We are your go-to specialists for ERISA compliance. We know what questions to ask, what documents are necessary, and how to tailor them to your clients' situations. We have developed a best practices compliance system and a proprietary Wrap-Tightsm approach, which make it easy for us to help your clients. And, we do it for a very low cost. That's the nice part of it.

At ERISA Pros, we don't sell insurance or any other products—just ERISA compliance services and documents for Health & Welfare Benefit Plans. We've made ERISA compliance easy, customized, and affordable.

We make you look like the Pro!

© Copyright - ERISA Pros, LLC. - February 2009