We have always been committed to providing the best way to minimize risk and control plan interpretation and intent – that is to document your plans – no mention of the ability to consolidate 5500 returns into a single filing. Memorializing a plan’s insurance policies into a legal document gives you that confidence. A wrap document empowers an employer to make changes that supersede their insurance policy and grants them strong discretionary powers. Our partnership with an esteemed ERISA law firm enables us to provide cost-effective document services. Just like with every key aspect of your business, you need a company who is a trusted expert on your side to help you understand your options, risks and methods for compliance.

 Documentation Wrap Plan