ERISA Compliance Document Management

Custom Compliance Documents: 

Health and welfare plans must comply with DOL & IRS standards which are ever changing.  Our compliance document management system is flexible to work on your terms.

Full-Service:  We create and run the various individual ERISA documents and Non-Discrimination Tests needed.

Self-Service:  We provide you with your own login to our system to create and run the ERISA documents or tests needed.

Private-Label:  For Enterprise Customers you receive your own cloud based private-label document management system, all with your logos and website colors to match your brand.

Ivy Compliance™ provides:

  • Unlimited Compliance Updates (reviewed by a national law firm)
  • Unlimited Mid-Year Amendments
  • Fast turnaround of custom ERISA documents

Contact us to learn more, get a quote or request a demo

ERISA Documents and SPDs:

  • Section 125 POP Plan Document
  • FSA Plan Document
  • HRA Plan Document (all types)
  • ERISA Wrap Plan Document
  • Transportation/Parking Plan Document

Non-Discrimination Tests

Employers offering employee benefit plans may not discriminate in favor of highly compensated employees (HCEs) and key employees with respect to eligibility, contributions or benefits. Non-discrimination tests ensure employers compliant.  Ivy Compliance™ provides instant results and can be retaken unlimited times throughout the year for the following.

  • Section 125 POP Non-Discrimination Testing
  • FSA Non-Discrimination Testing
  • Sec. 105(h) (self-funded)  Eligibility and Benefits Non-Discrimination Testing

Coming Soon:  Form 5500