Need to Find ERISA Compliance Specialist

[yorkriver1]

Any recommendations?

 

[leevena]

Could you be a little more specific about what you are looking for when you say erisa specialist. Are you looking for an attorney or someone to review docs? Are you looking to contract out or hire someone? What type of tasks or activities do you want them to do?

 

[yorkriver1]

Could you be a little more specific about what you are looking for when you say erisa specialist. Are you looking for an attorney or someone to review docs? Are you looking to contract out or hire someone? What type of tasks or activities do you want them to do?

ERISA compliance for small group, including wrap SPD, spelling out how excess employee contributions or carrier refunds are distributed to EE's. May need custom plan for that, one firm told me. Not a law firm, but lawyers work there. Not inexpensive, but thorough.

 

[NYinsurance417]

Where are you located?