ERISA Wrap Documents

Infinisource ERISA Wrap Documents service ensures that your participants understand their benefit plans and help you maintain compliance with ERISA laws.

The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law that exists to set minimum standards for many voluntarily established health plans and established pension plans. The law is designed to protect individuals covered under these plans.

In order to maintain compliance with ERISA requirements, employers must regularly provide documents to those enrolled under these plans. The Department of Labor stated, "Some plan sponsors use a ‘wrap’ document to incorporate various benefits and insurance policies into one comprehensive plan." This is where Infinisource Benefit Services can help.

ERISA Wrap basic features include:

  • Plan document
  • Summary Plan Description
  • Board of Directors Adoption Resolution
  • Required updates throughout the year

ERISA Wrap Pro includes the basic features plus:

  • Templates and instructions for 13 employer required notices
  • Special Enrollment Rights
  • CHIPRA
  • WHCRA
  • Notice of Privacy Practices
  • Patient Protection Notice
  • Medicare Part D and more!

How it works

At Infinisource Benefit Services, we offer ERISA Wrap Documents to help your organization maintain compliance with these complex and changing laws. Health FSAs, medical insurance, dental insurance, vision insurance, and health reimbursement arrangements are all examples of ERISA benefits that require documentation to ensure compliance with the laws. ERISA laws require that benefits must include written documents and summary plan descriptions that are provided to participants. We will handle the creation of these documents on your behalf.

Some services requiring ERISA documentation:

  • Health FSAs
  • medical insurance
  • dental insurance
  • vision insurance
  • health reimbursement arrangements

Infinisource Benefit Services is so responsive and always willing to help on issues that come up. I love having direct points of contact for COBRA and FSA – it makes the turnaround time for enrollments, claims, etc. so much faster when the person I am working with is familiar with groups and employees. I appreciate the time and effort put in to ensure things are done correctly on the front end.
—Lena Thompson, CHCC. Intrepid

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