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Documents and Communications: Document Preparation Services

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ERISA Pros
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We prepare customized Wrap Plan Documents, SPDs, SMMs, SARs, and other documents, file Form 5500s, and provide services necessary for employers to comply with ERISA requirements for Health and Welfare Benefit Plans only.

We are your go-to specialists for ERISA compliance. We help employers get into compliance and then stay there with our proprietary Wrap-TightSM system and proactive annual reviews.

We also partner with professional advisors, such as accountants, attorneys, benefits consultants, and insurance brokers and help them enhance and expand their clientele.

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AccuDraft DocsEngine
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ftwilliam.com
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RTO Benefits
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