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Getting Started with ERISAfire: Plan Docs
Getting Started with ERISAfire: Plan Docs

Providing you real value requires specific information, but you shouldn't have to figure out what's what. That's our job.

ERISAfire Admin avatar
Written by ERISAfire Admin
Updated over a week ago

Our merry band of ERISA geeks is ready to assist you with a formal ERISA plan document. We know plan docs are a chore, so we hope to make this as easy as possible for you, while still ensuring it's done right.

You'll find our approach to be quite a bit different than other firms, and we hope you'll see the difference it makes. While preparing your plan document, we conduct an issue-spotting compliance review and create a customized compliance calendar with proactive email alerts. We also offer recommendations for addressing any identified issues.

All you have to do is provide a few key pieces of information. No extra work on your part; that's why you pay us.

Requesting a Plan Document

The easiest way to engage ERISAfire for your or your client's plan doc is to ping us on the in-app messenger (friendly blue guy in the lower right-hand corner) here or on ERISAfire Projects. Click the in-app messenger to send us a chat. Please include:

  • Legal company name

  • EIN

  • ERISA plan year

  • Company size

  • Open enrollment guides (both current and prior)

  • Current formal ERISA plan document (aka "wrap doc") or confirmation there is none

  • Billing contact

I'm in a Hurry to Get Things Done. What Do You Need From Me?

If you'd like to reduce cycle times, we will be asking for the following, which you are welcome to send up front.
โ€‹For companies with 2-500 employees:

  1. Identifying Information: EIN, company headquarters' address and phone number

  2. Employer Coverage Lines: Current and previous plan year coverages and benefits. Why 2 years? You'd be surprised what year-over-year trends can tell us.

  3. Open Enrollment Guides: Current and previous plan year open enrollment guides

  4. Plan Documentation: Does the company have a formal ERISA plan document (aka wrap doc)? If so, please share it with us. If not, please confirm there is not one.

  5. Billing Information: Billing contact name, email and phone number. Don't worry, we bill at the end of the project, not the beginning.

For retainer clients and companies with 501+ employees:

  • All information requested above

  • Summary Plan Descriptions (SPDs): Does the company have any self-insured benefits? If so, please provide the SPDs or booklets for any self-insured benefits.

  • Benefits Contracts: For each insured benefit, please provide the policy contract and certificate of coverage.

  • FSA/DCAP/HSA/HRA: Does the company offer a Healthcare FSA, Dependent Care FSA, Health Savings Account or Health Reimbursement Account? If so, please provide the TPA implementation documentation that shows administrative elections.


If you have any questions, feel free to reach out via the in-app messenger (friendly blue guy in the lower right-hand corner) here or on ERISAfire Projects.

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