An Important Part of Our Service -
We contact our clients every year to check for changes that could affect their compliance. For example, they may have added or dropped a line of coverage or changed the terms of a plan, like the deductible, copay, or eligibility provisions.

The Law Could Change -
Changes may also be required due to recent legislation or court cases.

Situations Change -
Also, a company's situation may have changed, such as buying or selling a subsidiary, or crossing the 100 participant threshold requiring a Form 5500.

Documents Need to Match Your New Situation -
An employer's documents may need to be updated to keep them in compliance with ERISA. Throughout the year, we will be available for client consultations related to our preparation of their documents.

Updating our Wrap-Tight^sm documents to stay in compliance will be easy and affordable.

© 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.