Featured:  ERISA eSolutions – The premier package of them all!

ERISA eSolutions - Web Based Compliance Tool

Introducing our 100% web-based solution for those who love convenience and savings.

ERISA eSolutions is a web-based compliance tool that makes your job easier to manage by using an online reporting system that streamlines and prioritizes HR tasks. Using this system actually saves costs and time associated with HR functions.

Included in the ERISA eSolutions Package

  • SPD Wrap – Create, store, and edit your SPD Wrap document in our web-based document
    center online.
  • Summary of Material Modification (SMM) – Easily communicate benefit changes.
  • 125 Premium Only Plan (POP) – Easily create and update your IRS-required POP.
    document allowing pre-tax premiums for participants. Complete annual required nondiscrimination testing using this tool.
  • Employee Notifications – Generate customized all-in-one annual employee notices such
    as Medicare Part D, CHIP, WHCRA, HIPAA, Initial COBRA, Health Exchange, etc.
  • Employment Law Updates & Reminders – Stay informed of federal and state employment
    law changes, due to date reminders, and needed employer actions.
    Compliance Assessment & Dashboard– The compliance assessment and dashboard
    feature help employers determine an overall risk assessment and supply a list of missing
    compliance items. The reminder system and dashboard will help to make sure nothing falls
    through the cracks.
  • HIPAA Toolkit – Receive HIPAA policies, compliance checklist, requirements training,
    forms, and documents to be HIPAA compliant.
  • Health Exchange Notice – Our Web-based system automatically creates and emails this
    notice for distribution.
  • Document Storage Vault & Delivery Tool – Automatically store SPDs, Notices, SMMs,
    POPs and other important compliance documents or anything you want delivered to
    employees. Easily distribute notices, open enrollment, new hire paperwork, or anything to
    employees providing a system audit trail.
There is no time like the present. Find pricing information by clicking below.
ERISA Requirements and Audits

Employers are required to:

  • Provide a Summary Plan Description (SPD) for each health and welfare benefit plan offered or an SPD Wrap creating an overall SPD for all benefits wrapped in one document with required ERISA language. Note: The Summary of Benefits and Coverage (SBC) issued by providers does not meet SPD requirements, and small employers are not exempt.
  • Provide required annual notices such as Medicare Part D, WHCRA, NMHPA, HIPAA, CHIP, Mental Health Parity Act, and more depending on company size and other criteria.
  • Provide triggering event notices like COBRA, FMLA, HIPAA Breach, and Medical Child Support Order Notice.
  • Comply with healthcare reform changes and deadlines associated with the Patient Protection and Affordable Care Act.
  • Comply with the many federal and state laws governing employee rights like FLSA, FMLA, ADA, OSHA, IRCA, EPA, ERISA, USERRA, PPACA, Title VII Civil Rights Act, PDA, GINA, and more.
Email us and a Coach will be in touch ASAP.
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