ERISAfire offers three plan document service tiers and an agencywide software solution to best fit your clients' benefits compliance needs. All ERISAfire plan documents offer one comprehensive document to better manage risk and make administration easier. Our ERISA-compliant plan documents combine:

• ERISA plan document (aka wrap doc)

• Wrap summary plan description (SPD)

• Section 125 premium-only plan (POP)

​* Complex benefit structures: Retiree coverage, VEBAs, MEWAs, mirror-image or other clever ERISA plan structures to achieve a particular regulatory or tax result, and employers not subject to ERISA

You'll find our proactive approach to be more thorough 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 offer recommendations for addressing any identified issues.

Through our ERISAfire Projects platform you'll have at-a-glance insight into the status of all your clients' compliance projects, a customizable dashboard of compliance events specific to each client, and a proactive quarterly email digest with a snapshot of your clients’ upcoming benefits compliance obligations.

Wrap+ is a self-service software tool designed for straightforward ERISA plan documents, yet it is sophisticated enough to manage the diverse risks of most small and mid-market employers. An easy-to-understand interview guides the user through the process, making the creation of plan documents a breeze. But don't mistake the tool's ease for the plan document's simplicity. Wrap+℠ uses plan language that has been curated over many years by veteran ERISA attorneys who have proverbially seen it all, so you'll have confidence that the work product not only groups benefits together and meets the minimum requirements of ERISA, but it also manages risk. Learn more about Wrap+ here.

Contact ERISAfire's sales team if you are interested in a Wrap+ license. Email us at sales@erisafire.com or reach out via the in-app messenger at the bottom of this page.

For employers with 2-500 employees (and either do not have FSA benefits or whose TPA is providing FSA plan documents), use our Tier 1 online engagement form:

For employers with 501+ employees (or smaller employers also needing FSA plan documents), use our Tier 2 online engagement form:

For employers with complex benefit structures*, contact ERISAfire's sales team for a quote.

* Complex benefit structures: Retiree coverage, VEBAs, MEWAs, mirror-image or other clever ERISA plan structures to achieve a particular regulatory or tax result, and employers not subject to ERISA

If you have any questions, feel free to email us or reach out via the in-app messenger here or on ERISAfire Projects.