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

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.

For employers with simple benefit structures, use our Tier 1 online engagement form:

For employers with semi-complex benefit structures*, use our Tier 2 online engagement form:

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

If you're interested in a Wrap+ license for your agency, contact the ERISAfire's sales team at sales@erisafire.com.

If you have any questions, feel free to email us or reach out via the in-app messenger here or on ERISAfire Projects.
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​​* Semi-complex benefit structures include multiple eligibility classes or waiting periods, differing eligibility or TPAs by participating employer, benefit availability to only specific class, spousal coverage exclusion, benefits exclusion from plan.
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** Complex benefit structures include retiree coverage, VEBAs, MEWAs, CHOICE Arrangements, QSEHRAs, mirror-image or other clever ERISA plan structures to achieve a particular regulatory or tax result, and employers not subject to ERISA.