WRAP DOC PROTECT 

A crucial component of ERISA compliance is keeping your documents up to date when benefits changes are made. We can handle this for you.

Process:

  • 2 months before every annual renewal, the client will receive a reminder and checklist to help communicate any benefits changes back to  Benefit Comply
  • Benefit Comply will make any necessary modifications to the ERISA documents
  • Benefit Comply will create Summary of Material Modifications (SMM) for distribution to plan participants
  • Throughout the year, if ERISA requirements change, Benefit Comply will notify the client and make any necessary updates to the documents

Price: $250 when purchased at point-of-purchase of the original project.