What is MyBenefitsDocs™?

Are you an employer seeking hands-off, white-glove, expert ERISA document support?MyBenefitsDocs^TM delivers the flexibility and compliance you need. We assist with filing 5500 forms to ensure they are submitted compliantly with IRS requirements, helping you stay audit-ready and stress-free.

A Powerful Way to Work With Our ERISA Documents:

White Glove Service for Employers

Under ERISA, employers are requirement to maintain written plan documents and provide Summary Plan Descriptions (SPDs) to participants- our service ensures you meet these obligations with ease.

• MyHRConcierge’s compliance experts will create your documents for you and perform non-discrimination testing
• Just provide your information – we’ll handle the rest
• Perfect for employers who want peace of mind and zero hassles

A concierge experience designed to keep you compliant and confident

• Access to a full suite of documents:
  • POP – Premium Only Plans
  • FSA – Flexible Spending Account
  • HRA – Health Reimbursement Arrangement
  • Wrap – ERISA wrap documents can cover all benefits offered
  • Transportation and Parking
  • Annual Notices
• Non-discrimination testing:
  • POP – Premium Only Plans
  • FSA – Flexible Spending Account
  • Section 105h – Self Insured

White Glove 5500 Filing Services

For employers offering retirement or health benefit plans, the 5500 filing is how you demonstrate compliance and avoid costly penalties. With the MyBenefitsDocs™ 5500 Filing Service, simply provide us with the required information by filling out a questionnaire, providing the schedules from your insurance company, insurance service or similar organization, and we do the rest! We will file the Form 5500 on your behalf within seven business days of receipt of the information and provide you a confirmation of its successful filing to the IRS.

Pricing

• Premium Only Plan – Create a Premium Only Plan with Annual Non-Discrimination Testing: $200 First Year with Annual Renewals Invoiced at $125
• Wrap Document – Create a Wrap Document: $400 First Year with Annual Renewals Invoiced at $200
• Form 5500 & SAR Preparation & Filing: $600 per Filing
• Delinquent Form 5500 & SAR Preparation & Filing: $750 per Filing

Compliance Guarantee

All wizard questions, tool tips, documents & non-discrimination tests are reviewed for compliance by ERISA attorneys.

Automate Your Client Documents

Stop using templates to create human resources documents, and automate them using MyBenefitsDocs™! For more information, contact Chris Cooley at ccooley@myhrconcierge.com, (855) 538-6947, or schedule a free consultation below.