Adoption Assistance (checklist) v.1.18

*More Information on Wrap Documents for Fully-Insured Plans

Why do I need a Wrap Plan? Department of Labor (“DOL”) audits often accompany requests for insurance carrier’s certificates/booklets (“booklets”) for the purpose of scrutinizing all of the legal language required for ERISA compliancy.  These booklets oftentimes do not include all of the legally required language mandated by ERISA and HIPAA, such as detailed claims Read More