ERISA Reporting and Disclosure Services – EPIC


Benefit Comply offers a full range of ERISA services to help ensure employers and plan sponsors are in full compliance with reporting and documentation requirements. To get started, simple fill out the RFP form below and our consultants will respond with a custom proposal.

Key Service Deliverables

ERISA Wrap Document & SPD / SMM

  • Coordination of carrier and service provider booklets & certificates
  • Benefit determinations to ensure which component benefit programs should be included
  • Preparation of Plan Document package(s) and related attachments
  • Signature ready Plan document and separate Summary Plan Description
  • Email of all documents with description and instructions including SPD distribution requirements
  • Plan Document amendments and Summary Material Modifications (SMM) upon request



ERISA Wrap Doc & SPD
Update to a Wrap Doc & SPD that we created/SMM
Section 125 (POP) Document