(978) 922-6676 [email protected]

Our Services

ERISA Compliance

The Employee Retirement Income Security Act (ERISA) applies to most employer benefits with the exception of churches and governmental employers.  It establishes minimum standards for retirement, health and other welfare benefit plans that are established by employers. ERISA violations can be very costly for employers.

Our team of compliance experts is dedicated to keeping our clients informed of regulatory and legislative developments and ensuring that their group health and welfare plans remain compliant.

  • Prepare plan documents that are specific to each client
  • Update documents as regulations change
  • Provide technical support through our legal partners

    Summary Plan Description (SPD) Wrap Document Preparation

    Most employers, regardless of their size or number of employees must have an SPD to comply with ERISA.  The SPD is a document that participants are entitled to receive automatically when they become a participant of an ERISA benefit plan.  The SPD is used to communicate plan benefits and eligibility rules as well as to tell participants how the plan operates.

    Our services include:

    • Preparation of a wrap SPD that includes all of your health and welfare benefit plans
    • Updating your SPD as your benefits or regulations change
    • Provide technical support through our legal partners

    Health & Welfare Form 5500 Preparation

    If you are an employer with 100 or more plan participants, you are required to file the Form 5500 following the close of each plan year.

    Our services include:

    • Preparation of the Form 5500 and related attachments
    • Delivery of signature ready Form 5500 for electronic filing
    • Assisting new clients with delinquent filings

      Get In Touch

      140 Elliott St, Suite 5

      Beverly, MA 01915

      (978) 922-6676

      [email protected]