ERISA Essentials


BeneFLEX ERISA Checklist

BeneFLEX ERISA Essentials – ACA & ERISA Employer Compliance

Are you compliant? 
The Affordable Care Act (ACA) has added to the already overwhelming amount of mandatory notices and documents re­quired for employers to remain compliant. ERISA Essentials reduces your risk and frees up valuable time and resources, allowing you to focus on your active employees and operations.

ERISA Essentials Service
Our customized Client Compliance Manual includes compliance documents and forms including:

  • WRAP Summary Plan Description (SPD) & Plan Document
  • Summary of Material Modification (SMM)
  • ERISA/PPACA Model Notices
  • Required Model Notices
  • Compliance Forms
  • 5500 Form & Filing, Schedule A & C, Summary Annual Report (SAR*)
  • Non-Discrimination Testing*
  • PCORI Services*
  • 24/7 access to secure online client documents
  • Guarantee ERISA documents are up-to-date  with current regulations
  • Access to compliance experts (our expert’s include a Certified Health Care Reform Specialist (CHRS), Senior Professional in Human Resources (SPHR) and Attorney)
  • Compliance webinars

For questions or to request a quote, contact the BeneFLEX Customer Service Team at (314) 909-6979, Toll Free: (800) 631-3539,