Tailored ERISA consulting for items such as: Form 5500, Plan Governance Review, ERISA Compliance Reviews, Audit Preparation, Plan Document, Summary Plan Documents and so much more.Take me there! ErisaALERT Up-to-date items to be aware of regarding ERISA compliance and ERISA Guidelines. Items suc...
But to make this change, the plan documents must be sufficiently clear. Where plan document language is ambiguous, the plan is construed as providing plenary review. As with insurance coverage generally, ambiguity is, in effect, construed against the drafter of the documents.However, unless a ...
Plan Document Transition Analyst { I can’t tell you how much I appreciate your prompt response. As you know, things are happening so quickly right now that I didn’t want to wait a week on a response (as I have to with other providers). Thank you. Allison Manager { You have a...
Any employer with one or more employees should have a Wrap Plan document. Wrap plans allow employers that offer multiple separate benefit plans, such as medical, dental, vision, life insurance, and others, to “wrap” these benefits into a single plan for the purposes of ERISA compliance and...
EBSA administers and enforces ERISA. To ensurecompliance with ERISA, plan administrators must follow plan document terms and make deposits and deferrals on time. They must also submit notices,disclosures, and forms to participants, and update participants of any changes to the plan within mandated ...
of Appeals for the 10th Circuit dismissed plaintiffs' Employee Retirement Income Security Act (ERISA) claims after failing to properly raise and appeal such claims. The district court granted the defendants' motion to dismiss after determining that the bonus agreement is not an ERISA plan document....
Document Dashboard Custom Compliance Documents EnsuredCompliance uses a “wizard” approach to create ERISA required documents and non-discrimination tests. The wizard uses a combination of plan-specific information and plan types to deliver custom-tailored, guaranteed-compliant documents. ...
the courts held the plaintiffs' theory of liability was too broad to be plausible. The courts rejected the plaintiffs' argument that any time a plan administrator has the option, pursuant to the plan document, to use forfeitures to either reduce employer contributions or to pay administrative ...
A 402(a) Named Fiduciary is designated in the plan document as having the overall authority to control and manage the operation and administration of the plan. Most commonly, the Named Fiduciary is the ERISA section 3(16) Administrator. ...
ERISA Solutions provides a web-based Summary Plan Description (SPD) Wrap documents service that allows clients and their brokers to easily create, store and update summary plan description documents, as needed. The SPD Wrap creates one document and overall SPD required for all health and welfare ...