What is MyBenefitsDocs™?

Whether you’re a broker, payroll provider or TPA looking to streamline ERISA document creation at scale – or an employer seeking hands-off, expert support – MyBenefitsDocs^TM delivers the flexibility and compliance you need. We also assist with filing 5500 forms to ensure they are submitted compliantly with IRS requirements, helping you stay audit-ready and stress-free.

Two Powerful Ways to Work With Our ERISA Documents:

1. Self-Service Platform for Volume Buyers

Perfect for brokers, payroll companies and TPAs.

• “Wizard” approach for inputting data to create custom & ERISA compliant documents
• 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
• Non-discrimination testing:
  • POP – Premium Only Plans
  • FSA – Flexible Spending Account
  • Section 105h – Self Insured
• Enjoy eSignature, audit trails and secure online storage
• Automatic regulatory updates to existing documents
• Simple document amendments
• Online document storage with date and timestamp
• Importing of current data to save data entry time

Ideal for organizations working with multiple clients.

2. 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

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 5500 on your behalf within 7 business days of receipt of the information and provide you a confirmation of its successful filing to the IRS.

Exclusive Offer for MyHRFrontDesk Clients

Signing up for or already using MyHRFrontDesk? You’re eligible for a special discount when you subscribe to MyBenefitsDocs Self Service Platform for Volume buyers. It’s our way of saying thank you-and helping you streamline even more of your compliance needs.

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.