ERISAPros PRODUCTS & SERVICES
Wrap Plan Solutions |
Consultative Platinum Package |
Consultative Gold Package |
Online Wrap-Tight® |
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Review of Master Service Agreements, insurance contracts and certificates by Consultant |
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Review and identification of document discrepancies compared to compliance regulations and employer’s administrative practice |
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Searchable master PDF of Wrap Plan/SPD, along with insurance documents required for distribution |
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Extensive telephone consultation with client and/or broker/agent |
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Communication with client and/or broker/agent to review plan documents, answer questions and discuss distribution requirements |
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Access to Consultant for duration of Plan Year |
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Creation of Plan Amendments and Summary of Material Modifications (SMM) during Plan Year |
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Audit support on any DOL Wrap Plan audit |
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Long-term access to all Wrap documents via web-based file sharing site |
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Preparation of Wrap Plan document, aggregating all ERISA benefits into one document |
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Preparation of Summary Plan Description (SPD) that aligns to Wrap Plan |
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Qualified Medical Child Support Order (QMCSO) administrative procedure instructions |
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Digital copies (PDF) of Wrap Plan and SPD |
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Department of Labor (DOL) Safe Harbor electronic distribution instructions |
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Archive storage of plan documents |
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Federal Model Notice package |
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Compliance for the Plan Year |
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Annual legislative and compliance updates |
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Flat-fee pricing in lieu of hourly rates |
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Subsequent renewal subscription offered at reduced investment |
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Wrap Plan Solutions |
Consultative Platinum 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 |
![]() |
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 |
![]() |
Preparation of Summary Plan Description (SPD) that aligns to Wrap Plan |
![]() |
Qualified Medical Child Support Order (QMCSO) administrative procedure instructions |
![]() |
Digital copies (PDF) of Wrap Plan and SPD |
![]() |
Department of Labor (DOL) Safe Harbor electronic distribution instructions |
![]() |
Archive storage of plan documents |
![]() |
Federal Model Notice package |
![]() |
Compliance for the Plan Year |
![]() |
Annual legislative and compliance updates |
![]() |
Flat-fee pricing in lieu of hourly rates |
![]() |
Subsequent renewal subscription offered at reduced investment |
![]() |
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 |
![]() |
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 |
![]() |
Preparation of Summary Plan Description (SPD) that aligns to Wrap Plan |
![]() |
Qualified Medical Child Support Order (QMCSO) administrative procedure instructions |
![]() |
Digital copies (PDF) of Wrap Plan and SPD |
![]() |
Department of Labor (DOL) Safe Harbor electronic distribution instructions |
![]() |
Archive storage of plan documents |
![]() |
Federal Model Notice package |
![]() |
Compliance for the Plan Year |
![]() |
Annual legislative and compliance updates |
![]() |
Flat-fee pricing in lieu of hourly rates |
![]() |
Subsequent renewal subscription offered at reduced investment |
![]() |
Wrap Plan Solutions |
Online Wrap-Tight® |
---|---|
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 |
![]() |
Preparation of Summary Plan Description (SPD) that aligns to Wrap Plan |
![]() |
Qualified Medical Child Support Order (QMCSO) administrative procedure instructions |
![]() |
Digital copies (PDF) of Wrap Plan and SPD |
![]() |
Department of Labor (DOL) Safe Harbor electronic distribution instructions |
![]() |
Archive storage of plan documents |
![]() |
Federal Model Notice package |
![]() |
Compliance for the Plan Year |
![]() |
Annual legislative and compliance updates |
![]() |
Flat-fee pricing in lieu of hourly rates |
![]() |
Subsequent renewal subscription offered at reduced investment |
![]() |
Online Wrap–Tight® Solutions
Use Wrap–Tight® online to produce ERISA wrap welfare benefit plans and SPDs.
Watch our 2 minute introduction.
Form 5500 Preparation |
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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 |
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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 |