Committed to helping clients be ERISA Audit Ready.

Welcome to ERISA Solutions

We offer expert solutions with outstanding service!  Specializing in SPD Wraps, Section 125 POP Docs, Required Participant Notices, 5500 Reporting & ERISA eSolutions.

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Address your compliance needs today

We have your ERISA Solutions

ERISA eSolutions

If you received an ERISA audit today, would you be ready? You will be with ERISA eSolutions.

1 and Your Done

Our participant notice generator tool customizes the notices that are applicable to your business. Instead of multiple, notices, you receive one per year.

What is ERISA?

The Employee Retirement Income Security Act (ERISA) is a federal law that sets minimum standards for most group insurance and retirement plans. The Employee Benefits Security Administration (EBSA) regularly conducts audits of benefit plans to investigate the plans and ensure compliance. Employers must maintain accurate records relating to their employee benefit plans. Under Section 107 of ERISA, all records related to government filings are retained and kept available for examination for a minimum of six years after the filing date. 

Compliance with ERISA and related laws is highly complex. To make matters worse, Congress amends ERISA and other benefit-related laws, and the courts issue new decisions interpreting these laws nearly every year.  According to the Department of Labor, 65% of EBSA civil investigations result in monetary recovery or other corrective action. ERISA compliance does not have to be confusing. While there are many requirements, ERISA Solutions can harness much of the burden.  

ERISA Solutions provides a web-based Summary Plan Description (SPD) Wrap documents service that allows clients and their brokers to easily create, store and update summary plan description documents, as needed. The SPD Wrap creates one document and overall SPD required for all health and welfare benefits such as medical, dental, life, disability, FSA, etc.

Compliance Solutions

Let Experience Be Your Guide – Get Signed up Today!

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erisa solutions
ERISA eSolutions

Are you providing your employees with current information that is compliant with federal and state laws?

spd wrap
SPD Wrap Document

We help you complete and file form 5500 electronically through EFAST and provide optional SAR completion.

5500 reporting
Form 5500 Reporting

We complete and file your 5500 forms.

What Benefits7 Has to Say
“We have a number of our clients on the SPD Wrap service. Recently, one of my clients went through an ERISA audit with the DOL and the SPD Wrap document successfully passed with no fines or fees. We find this service easy to use and helpful in keeping clients compliant.“
James Franklin, Partner & Broker
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