Wrap Plan Documents

Product Info

Company Overview

Founded

2009

Employees

0

Funding Summary

Not Provided

Clients Your Size

About ERISAPros, LLC

Are you an Employee Benefits Producer or Senior Account Manager with ten years of experience looking for an exciting new opporutnity? We are looking for a Director of Business Development to join our team. ERISAPros, LLC is an industry-leading professional services firm located in Atlanta, Georgia. Our services include the preparation of Wrap Plan Documents, corresponding Wrap Summary Plan Descriptions (SPDs), and DOL Form 5500s.
Show More

Compare

Acrisure Compliance Solutions

Reviews pending

Product Info

Company Overview

Founded

Aug-17

Employees

7

Funding Summary

Not Provided

Clients Your Size

About Acrisure Compliance Solutions

Acrisure Compliance Solutions (ACS) is a team of HR and employee benefits compliance experts who assist Acrisure agents with their clients’ complex questions and issues on laws such as ERISA, HIPAA, COBRA, ACA, FMLA, FLSA, and ADA. Along with this free consulting support, ACS provides quarterly compliance-focused webinars, regulatory and legislative updates, weekly digests of compelling news, trends, and compliance due dates, a compliance education publications library, and various compliance checklists, templates, and toolkits. In addition, ACS provides various services that assist clients with their compliance obligations including Form 5500 filings, plan documents and SPD drafts, nondiscrimination testing, HIPAA training,... Show More

Compare

Clarity Benefit Solutions

4.8 (1)

Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

Clarity’s Wrap Plan Document service combines multiple employee benefit plans into a single ERISA-compliant document, simplifying administration and ensuring regulatory compliance. It’s the smart way to streamline your benefits documentation and reduce audit... Show More

Company Overview

Compare

Top Vendor

Medcom Benefit Solutions

4.2 (4)

Product Info

Company Overview

Founded

1983

Employees

85

Funding Summary

Not Provided

Clients Your Size

About Medcom Benefit Solutions

Celebrating over 40 years, Medcom has been a leader in employee benefit administration, ERISA Compliance, and consulting services with exceptional service. We create tailor-made solutions of tax-advantaged benefit plans using innovative debit card technology to meet the needs of plan participants and the administrative goals of employers.

Medcom’s expert consultative services provide a comprehensive approach to ERISA Compliance, in addition to the administration of COBRA, Retiree Billing, Flexible Spending Accounts, Health Savings Accounts, and Health Reimbursement Arrangements.

As regulatory compliance continues to increase in complexity, Medcom has designed a streamlined approach to... Show More

Compare

EZ ERISA LLC

Reviews pending

Product Info

Company Overview

Founded

2016

Employees

0

Funding Summary

Not Provided

Clients Your Size

About EZ ERISA LLC

EZ ERISA LLC is the premier resource for preparing compliant ERISA Wrap Documents, Cafeteria Plans, Health Reimbursement Documents and HIPAA Policies at a low subscription cost, with an industry-leading financial and legal services Warranty. Our easy to use process is designed to take you step-by-step to create your own plan documents. Our user friendly process is designed for all types of users, from Human Resource and Insurance Industry Professionals, to Accountants, Business Owners and Attorneys.
Show More

Compare

Employee Benefits Corporation (EBC)

4.1 (5)

Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

The simplest way to comply with ERISA requirements is a wrap plan document, which “wraps” health and welfare benefits into a single plan document and Summary Plan Description (SPD). It also eliminates the... Show More

Company Overview

Compare

EB3

Reviews pending

Product Info

Company Overview

Founded

05/2019

Employees

7

Funding Summary

Not Provided

Clients Your Size

About EB3

EB3 was created by Joe Blascak who worked as a General Agent for several years, then started his own benefits agency. He created EB3 to help agencies streamline their processes at an affordable price when it came to Benefit Booklets and Compliance documents. Show More

Compare

BBP Admin

4.6 (6)

Product Info

Min. Group Size

-

Lives Serviced

75,000

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

Employer-sponsored benefit plans are required to ensure that their employees participating in
a group health plan are provided with the most important facts about their benefits, rights and
obligations under the... Show More

Company Overview

Compare

isolved

4.1 (274)

Product Info

Company Overview

Founded

1986

Employees

2,000

Funding Summary

Not Provided

Clients Your Size

About isolved

isolved is a provider of human capital management (HCM) solutions that help organizations recruit, retain and elevate their workforce. More than 195,000 employers and 8 million employees rely on isolved's software and services to streamline human resource (HR) operations and deliver employee experiences that matter. isolved People Cloud™ is a unified yet modular HCM platform with built-in artificial intelligence (AI) and analytics that connects HR, payroll, benefits, and workforce and talent management into a single solution that drives better business outcomes. Through the Sidekick Advantage™, isolved also provides expert guidance, embedded services and an engaged community that empowers People Heroes™... Show More

Compare

BASIC

Reviews pending

Product Info

Min. Group Size

1 eligible

Lives Serviced

300,000

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

BASIC’s Wrap Plan Document services remove the complexity and administrative burden of creating and maintaining ERISA-required plan documentation. BASIC’s compliance and legal teams prepare customized Wrap Plan Documents and Summary Plan Descriptions (SPDs)... Show More

Company Overview

Compare

HSA Bank, a division of Webster Bank, N.A.

3.3 (3)

Product Info

Min. Group Size

1 eligible

Lives Serviced

-

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

HSA Bank provides Plan Document services during the implementation and renewal process at the request of the employer. Once the required information is finalized, HSA Bank can produce a Plan Document within five... Show More

Company Overview

Compare

TASC

3.1 (5)

Product Info

Min. Group Size

1 eligible

Lives Serviced

300,000

Average Cost

0 RFI Questions

0 Specific Questions

Product Features

Not Provided.

Product Description

TASC’s Wrap Plan Document services eliminate the burden of compiling and updating complex ERISA, HIPAA, and ACA-required plan documentation. Their experienced legal and compliance teams prepare, maintain, and distribute customized wrap plan documents... Show More

Company Overview

Compare

Flexible Benefit Services Corporation

4.9 (4)

Product Info

Company Overview

Founded

1988

Employees

62

Funding Summary

Not Provided

Clients Your Size

About Flexible Benefit Services Corporation

Celebrating our 30th Anniversary in 2018, Flexible Benefit Service Corporation (Flex) is a leader in the health insurance and benefits administration markets. Since 1988, we have offered cost-effective healthcare solutions integrated with unparalleled expertise, service and technology to insurance producers, employers and employees throughout the US.

We have two business divisions: General Agency & Benefits Administrator.

The General Agency offers producers free access to leading health, Medicare and ancillary/voluntary insurance carriers, products, resources and more.

As a Benefits Administrator, we serve employers and employees through our full portfolio of... Show More

Compare

Benefits Compliance Consultants

Reviews pending

Product Info

Company Overview

Founded

2009

Employees

0

Funding Summary

Not Provided

Clients Your Size

About Benefits Compliance Consultants

Benefits Compliance Consultants, Inc. with offices in Saint Petersburg, Florida specializes in ERISA compliance solutions and provides IRS Form 5500 and Plan Document preparation, filing and consulting services. We understand the many intricacies of ERISA compliance and will provide an accurate and affordable solution while providing unsurpassed personal service and attention. We offer our clients a cost effective, turn key approach along with the unparalleled service they have come to expect. Our firm maintains alliances with employee benefits experts throughout the country so that you can have complete confidence that your ERISA compliance needs will be taken care of accurately... Show More

Compare

ERISA Documents Inc.

Reviews pending

Product Info

Company Overview

Founded

2015

Employees

0

Funding Summary

Not Provided

Clients Your Size

About ERISA Documents Inc.

Our goal is to provide you with the simplified means for having your company become/remain compliant with ERISA Laws & Regulations. We offer companies a Basic, Plus, and Complete package. Take a few minutes to peruse through our ERISA library at http://www.erisadocuments.com. We are sure you will be able to answer many of your ERISA questions with our content.
Show More

Compare

ERISA Solutions

Reviews pending

Product Info

Company Overview

Founded

2005

Employees

0

Funding Summary

Not Provided

Clients Your Size

About ERISA Solutions

Provides a web-based Summary Plan Description (SPD) Wrap service that allows clients and their broker to easily create, store and update summary plan description documents, as needed. With the SPD Wrap, it creates one document and overall SPD required for all health and welfare benefits such as medical, dental, life, disability, FSA, etc.
Show More

Compare

ERISAfire

Reviews pending

Product Info

Company Overview

Founded

2015

Employees

0

Funding Summary

Not Provided

Clients Your Size

About ERISAfire

ERISAfire LLC is an employee benefits compliance services firm, specializing in health and welfare benefits. ERISAfire has reimagined benefits compliance, leveraging a unique combination of custom-built technology to automate transactional tasks, ERISA geeks for complex analysis, and experienced ERISA attorneys to scrutinize even the most mundane compliance tasks.
Show More

Compare

M2B Retirement Consulting, LLC

Reviews pending

Product Info

Company Overview

Founded

2016

Employees

0

Funding Summary

Not Provided

Clients Your Size

About M2B Retirement Consulting, LLC

M2B is a robust Third Party Administration Firm for qualified retirement plans. Based in the greater Pittsburgh area, M2B provides full service retirement plan design consulting and administration for businesses of various sizes and design types. These plans could range in size from owner only businesses to companies with thousands of employees and any thing in between. M2B is committed to optimizing plan design and operation for our clients whatever their size. Unlike many firms offering similar services, M2B specializes in ascertaining the unique needs of each of our clients and designing their retirement plan accordingly. M2B offers both defined... Show More

Compare

PenServ Plan Services

Reviews pending

Product Info

Company Overview

Founded

1986

Employees

0

Funding Summary

Not Provided

Clients Your Size

About PenServ Plan Services

PenServ Plan Services, Inc. is an independent third party administrator offering recordkeeping and administrative services for qualified retirement plans. With over 25+ years of experience in providing high quality consulting and reporting, PenServ understands that accessibility and responsiveness are critical in selecting a firm to administer retirement plans. We strive to provide exceptional compliance and oversight to ensure plans meet IRS regulations and ERISA reporting and disclosure requirements. In addition, PenServ maintains a knowledge base of state regulations to ensure compliance for governmental 403(b), 457(b) and 401(a) Plans. PenServ Plan Services, Inc. Operations are based out of Columbia, SC with... Show More

Compare

Pro-Flex Administrators, LLC

Reviews pending