Products & Services 2017-09-18T06:20:13+00:00

ERISAPros PRODUCTS & SERVICES

Wrap Plan Solutions

Consultative
Platinum Package
Consultative
Gold Package
Online
Wrap-Tightsm
Review of Master Service Agreements, insurance contracts and certificates by Consultant
Check
Review and identification of document discrepancies compared to compliance regulations and employer’s administrative practice
Check
Searchable master PDF of Wrap Plan/SPD, along with insurance documents required for distribution
Check
Extensive telephone consultation with client and/or broker/agent
Check
Check
Communication with client and/or broker/agent to review plan documents, answer questions and discuss distribution requirements
Check
Check
Access to Consultant for duration of Plan Year
Check
Check
Creation of Plan Amendments and Summary of Material Modifications (SMM) during Plan Year
Check
Check
Audit support on any DOL Wrap Plan audit
Check
Check
Long-term access to all Wrap documents via web-based file sharing site
Check
Check
Preparation of Wrap Plan document, aggregating all ERISA benefits into one document
Check
Check
Check
Preparation of Summary Plan Description (SPD) that aligns to Wrap Plan
Check
Check
Check
Qualified Medical Child Support Order (QMCSO) administrative procedure instructions
Check
Check
Check
Digital copies (PDF) of Wrap Plan and SPD
Check
Check
Check
Department of Labor (DOL) Safe Harbor electronic distribution instructions
Check
Check
Check
Archive storage of plan documents
Check
Check
Check
Federal Model Notice package
Check
Check
Check
Compliance for the Plan Year
Check
Check
Check
Annual legislative and compliance updates
Check
Check
Check
Flat-fee pricing in lieu of hourly rates
Check
Check
Check
Subsequent renewal subscription offered at reduced investment
Check
Check
Check

Wrap Plan Solutions

Consultative
Platinum Package
Review of Master Service Agreements, insurance contracts and certificates by Consultant
Check
Review and identification of document discrepancies compared to compliance regulations and employer’s administrative practice
Check
Searchable master PDF of Wrap Plan/SPD, along with insurance documents required for distribution
Check
Extensive telephone consultation with client and/or broker/agent
Check
Communication with client and/or broker/agent to review plan documents, answer questions and discuss distribution requirements
Check
Access to Consultant for duration of Plan Year
Check
Creation of Plan Amendments and Summary of Material Modifications (SMM) during Plan Year
Check
Audit support on any DOL Wrap Plan audit
Check
Long-term access to all Wrap documents via web-based file sharing site
Check
Preparation of Wrap Plan document, aggregating all ERISA benefits into one document
Check
Preparation of Summary Plan Description (SPD) that aligns to Wrap Plan
Check
Qualified Medical Child Support Order (QMCSO) administrative procedure instructions
Check
Digital copies (PDF) of Wrap Plan and SPD
Check
Department of Labor (DOL) Safe Harbor electronic distribution instructions
Check
Archive storage of plan documents
Check
Federal Model Notice package
Check
Compliance for the Plan Year
Check
Annual legislative and compliance updates
Check
Flat-fee pricing in lieu of hourly rates
Check
Subsequent renewal subscription offered at reduced investment
Check

Wrap Plan Solutions

Consultative
Gold Package
Review of Master Service Agreements, insurance contracts and certificates by Consultant
Review and identification of document discrepancies compared to compliance regulations and employer’s administrative practice
Searchable master PDF of Wrap Plan/SPD, along with insurance documents required for distribution
Extensive telephone consultation with client and/or broker/agent
Check
Communication with client and/or broker/agent to review plan documents, answer questions and discuss distribution requirements
Check
Access to Consultant for duration of Plan Year
Check
Creation of Plan Amendments and Summary of Material Modifications (SMM) during Plan Year
Check
Audit support on any DOL Wrap Plan audit
Check
Long-term access to all Wrap documents via web-based file sharing site
Check
Preparation of Wrap Plan document, aggregating all ERISA benefits into one document
Check
Preparation of Summary Plan Description (SPD) that aligns to Wrap Plan
Check
Qualified Medical Child Support Order (QMCSO) administrative procedure instructions
Check
Digital copies (PDF) of Wrap Plan and SPD
Check
Department of Labor (DOL) Safe Harbor electronic distribution instructions
Check
Archive storage of plan documents
Check
Federal Model Notice package
Check
Compliance for the Plan Year
Check
Annual legislative and compliance updates
Check
Flat-fee pricing in lieu of hourly rates
Check
Subsequent renewal subscription offered at reduced investment
Check

Wrap Plan Solutions

Online
Wrap-Tightsm
Review of Master Service Agreements, insurance contracts and certificates by Consultant
Review and identification of document discrepancies compared to compliance regulations and employer’s administrative practice
Searchable master PDF of Wrap Plan/SPD, along with insurance documents required for distribution
Extensive telephone consultation with client and/or broker/agent
Communication with client and/or broker/agent to review plan documents, answer questions and discuss distribution requirements
Access to Consultant for duration of Plan Year
Creation of Plan Amendments and Summary of Material Modifications (SMM) during Plan Year
Audit support on any DOL Wrap Plan audit
Long-term access to all Wrap documents via web-based file sharing site
Preparation of Wrap Plan document, aggregating all ERISA benefits into one document
Check
Preparation of Summary Plan Description (SPD) that aligns to Wrap Plan
Check
Qualified Medical Child Support Order (QMCSO) administrative procedure instructions
Check
Digital copies (PDF) of Wrap Plan and SPD
Check
Department of Labor (DOL) Safe Harbor electronic distribution instructions
Check
Archive storage of plan documents
Check
Federal Model Notice package
Check
Compliance for the Plan Year
Check
Annual legislative and compliance updates
Check
Flat-fee pricing in lieu of hourly rates
Check
Subsequent renewal subscription offered at reduced investment
Check

Online WrapTight sm Solutions

Use WrapTight sm online to produce ERISA wrap welfare benefit plans and SPDs.

Watch our 2 minute introduction.

Form 5500 Preparation

Simple and efficient filing process to meet deadlines
Pre-filled plan worksheets in alignment with ERISAPros Plan document or prior 5500 filing
Extensive two-tiered internal review process to ensure accuracy
Prompt turnaround on modifications/corrections prior to filing
Experienced Health & Welfare team to answer technical questions
Preparation of Form 5500 and Schedule A’s
Prepare Amended 5500 filings
Summary Annual Report included
DOL Filing acknowledgment provided immediately
E-file on behalf of Employer
Automatic Extension (Form 5558) filed on behalf of engaged clients
Delinquent Filing review and assessment
Full-service Delinquent Filer Voluntary Compliance Program (DFVCP) submission

Premium-Only Plan (POP) Document

Consultative interview for plan preparation
Alignment with Wrap Plan documents prepared with ERISAPros consultative or online solution
POP Plan document
POP Summary Program Description
Ancillary premium conversion form available (brand customizable)
Flexible plan options available, including HSA and opt-in/opt-out features
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