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Simplifying ERISA Compliance Complexities

With the MoneyWise Compliance Solution, we will keep you up-to-date on all regulations and updates covering all aspects of ERISA Compliance. We will also provide you with expert support and guidance to mitigate the risk of costly fines, penalties, and liabilities groups face with non-compliance.

MoneyWise Compliance Solutions Include

Reduce the Administrative Load and Mitigate Employer Risk with these MoneyWise Compliance Solutions.
  •   5500 Filing
  •   Non-Discrimination Testing
  •   POP Documents
  •   Wrap Documents
  •   Benefit Notices
  •   ACA Filing & Fulfillment
  •   COBRA Administration
  •   FMLA Administration

5500 Overview & Fees

  •   Required annually by the last day of the 7th month that plan year ends
  •   Required for groups with 100+Participants
  •   MoneyWise 5500 Filing Fee - $600

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