Quickly prepare your organization's ERISA Wrap Document!


If you can spare 15 minutes, Spectrum can provide you with some peace of mind regarding ERISA compliance. Before you get started, please have the following information available. The following items will assist us to prepare your ERISA Wrap Document, so you can get back to business faster:


  • information about the sponsoring employer including EIN and key persons;
  • information about any benefit programs offered under your welfare benefit plan;
  • information about any participating employers with employees covered by the benefit programs;
  • insurance carrier information for any of the plan's health or welfare benefit programs; and
  • Section 125 Cafeteria Plan information, if included within the welfare benefit plan.

Can't finish right now? We have made it easy to save your progress. After you get started, simply select the "Save & Resume Later," option before advancing to the next page. You can always come back to this later.