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Brokers, Consultants, and Other Professional Advisors |
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Mission Critical - It is mission critical for your clients to be in compliance before a Department of Labor audit or a lawsuit over denied benefits. By then, it is too late. Enhance Your Relationships - Avoid Misunderstandings - |
Protect Your Own Clientele -
Offer our service rather than leaving the door open to your competitors. That way, your clients won't ask why you didn't advise them of this potential liability. Vast Market - Reach More Prospects -
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Partnering with ERISA Pros - Offering our wrap Plan Documents, SPDs, and Form 5500s is a service you should be providing. Working with us costs you nothing. In fact, in the process of helping your clients and protecting your own turf, you will get a profitable end-product. Contact us today to get more information about our partnering arrangements with professionals. We are your go-to specialists for ERISA compliance. We know what questions to ask, what documents are necessary, and how to tailor them to your clients' situations. We have developed a best practices compliance system and a proprietary Wrap-Tightsm approach, which make it easy for us to help your clients. And, we do it for a very low cost. That's the nice part of it. At ERISA Pros, we don't sell insurance or any other products—just ERISA compliance services and documents for Health & Welfare Benefit Plans. We've made ERISA compliance easy, customized, and affordable. We make you look like the Pro!
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© 2012 ERISA Pros, LLC, All rights reserved. Information on ERISA Pros' website, its newsletter, “News & Views,” and its blog, “ERISA Wonk,” is published as a general informational source. Information and articles are general in nature and are not intended to constitute legal or tax advice in any particular matter. Blog posts and comments reflect the personal views of their respective authors - not those of ERISA Pros. Transmission of this information does not create an attorney-client relationship. ERISA Pros, LLC is not a law firm and is not giving legal or tax advice. It does not warrant and is not responsible for errors or omissions in the content on its website or in its newsletters. ERISA is a complicated and confusing law. Summary Plan Descriptions (SPDs), Wrap Plan Documents, and Form 5500s require review and updating by qualified ERISA compliance professionals.
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