Erisa Complete

The TOTAL Package! A comprehensive supply of compliance tools, resources, notifications, accompanied by personal legal consultation.

The Complete Package

$3,750 – $999 Annual Renewal

(Pricing should be used as a guide. If your document requires additional attention and/or the complexity of such falls between
our various services, an additional charge may apply.)

    • -Obtain Plan Documents

      -Summary Plan Description Wrap Document

      -Summary of Material Modification

      -Summary of Material Reduction in Covered Services or Benefits

      -Form 5500-5F (as applicable)

      -Accountant’s Report

      -Summary Annual Report

  • FMLA
    • -General Notice

      -Eligibility Notice

      -Rights and Responsibilities Notice

      -Designation Notice

      -Notice of Opportunity to Change Health Plans

      -Notice of Nonpayment of Premiums

    • -Grandfathered Health Plans

      – Nursing Mothers

      – Annual Dollar Limits

      – Annual Notice of Waiver from the Annual Dollar Limit Requirement

      -Dependent Coverage

      – Internal and External Appeal Procedures

      – Lifetime Dollar Limits

      – OTC Medicines or Drugs

      – Patient Protections

      – Preventive Care Mandate

      – Pre-existing Condition Prohibition

      – Rescission of Coverage

      – Patient-Centered Outcomes Research Fee

      -Exchange Notice Requirement

      – Notice of Material Plan Modification

      – Summary of Benefits and Coverage

      – W-2 Reporting Requirement

    • – Genetic Information Nondiscrimination Act (GINA)

      – HSA Notice to Employees Regarding Employer Contributions

      – Mental Health Parity and Addiction Equity Act (MHPAEA)

      – Newborns’ and Mothers’ Health Protection Act (NMHPA)

      – Qualified Medical Child Support Order (QMCSO)

      – Uniformed Services Employment and Reemployment Rights Act (USERRA)

      – Women’s Health and Cancer Rights Act (WHCRA)

  • Cafeteria Plans
    • – Cafeteria Plan Documents

      – Cafeteria Plan Nondiscrimination Testing

      – Health FSA Nondiscrimination Testing

      – DCAP Nondiscrimination Testing

      – Simple Cafeteria Plan Safe Harbor

      – Health FSA Limit

    • – COBRA Initial Notice

      – COBRA ElectionNotice

      – Notice of Unavailability of Continuation Coverage

      – Notice of Early Termination of COBRA Coverage

    • – Notice of Special Enrollment Rights

      – General Notice of Pre-existing Condition Exclusion

      – Individual Notice of Pre-existingCondition Exclusion

      – Employer CHIPNotice

      – Wellness Program Requirements

      – Privacy Policies and Procedures

      – Security Policies and Procedure

      – Notice of Privacy Practices

      – Breach Notifications

      – Business Associate Agreements

  • Medicare
    • – Medicare Part D Disclosure Notice to CMS

      – Medicare Part D Disclosure Notice to Eligible Individuals

      – Medicare Section 111 Reporting

      – Medicare Prohibitions

  • Nondiscrimination
    • – Section 105(h)Nondiscrimination Testing

      – HIPAA Nondiscrimination Rules for Eligibility and Benefits

      – Cafeteria Plan, Health FSA and DCAP Nondiscrimination Testing

Download An Application

The Employee Retirement Income Security Act (“ERISA”) requires every employer- sponsored health and welfare plan to have and maintain a written Plan Document and Summary Plan Description (or a combined Plan Document and SPD). It is your obligation under ERISA to have these documents in place. We will assist you in producing a Plan Document / SPD for the sponsoring employer, leaving you the obligation under ERISA, including your disclosure obligations to you as the plan participants. The document we provide will contain information currently required under ERISA and other Federal legislation and regulations as of the date of issue.

Although we have made every effort to accurately reflect your company’s information, the terms and provisions of benefits, and overall plan design, it is strongly recommended that information we provide you should be reviewed by your own legal counsel.

199 Jericho TPKE, Suite 201 Floral Park, NY 11001 1(844) 579-8545