ERISA Wrap Documents
Wrap documents and SPDs drafted and maintained in-house — the ERISA paperwork most employers are required to have but don't.
What ERISA requires
If you offer a group health plan, ERISA requires a formal plan document and a Summary Plan Description. Insurance certificates alone don't satisfy it — a wrap document ties your benefits together into a compliant plan. Many employers simply don't have one.
What we produce
We draft your wrap document and SPD, keep them current as your benefits change, and make sure the required language and disclosures are in place — so you're covered if the DOL ever asks.
Handled, not outsourced
We produce and maintain these in-house, eliminating the third-party document vendor and its recurring fees.
Want this handled for your team?
A free review shows you exactly where you stand — in plain English, no obligation.