Compliance Documents,
Automated.
Stop outsourcing ERISA Wrap SPDs and POP plan documents to attorneys. Generate DOL-compliant documents in minutes with guided employer intake forms -- no legal expertise required.
ERISA Wrap SPD
Generated automatically
DOL-compliant, audit-ready PDF
Auto-Delivered
Emailed to employer on approval
The Compliance Document Problem
TPAs spend thousands of dollars and weeks of time outsourcing compliance documents to attorneys -- or worse, risk DOL audit failures with outdated Word templates.
$500 - $2K
Per document when outsourced to attorneys
2-4 Weeks
Average turnaround time for manual document creation
$250K+
Average DOL penalty for non-compliant plan documents
Two Documents. One Platform.
Generate the compliance documents your employer clients need -- accurately, consistently, and at a fraction of the cost.
ERISA Wrap SPD Generator
Generate comprehensive ERISA Wrap Summary Plan Descriptions that consolidate all employer welfare benefit plans into a single, DOL-compliant document. Covers HIPAA, COBRA, FMLA, MHPAEA, QMCSO, claims procedures, and more.
- Guided employer intake form -- no login required
- Auto-generated PDF with all required ERISA sections
- Covers welfare benefit plans, COBRA, HIPAA, and appeals
POP / Section 125 Plan Document
Generate Premium Only Plan documents that allow employees to pay their share of insurance premiums with pre-tax dollars. Full Section 125 compliance with IRS regulations including eligibility, elections, and plan administration.
- Self-service employer intake -- send a link, get a document
- IRS-compliant plan language for pre-tax premium deductions
- Covers eligibility, elections, mid-year changes, and HIPAA
Branded PDFs
Self-Service Intake
Admin Review
Email Delivery
Audit-Ready
How It Works
Four simple steps from intake to delivery. No attorney involvement, no manual Word templates, no compliance headaches.
Send a Secure Link
Generate a unique intake link and send it to your employer contact via email. No account creation needed.
Employer Fills Out the Form
The employer completes a guided questionnaire with company details, plan information, and key dates. No login required.
Review and Approve
Review the submission in your admin dashboard. Make any edits needed and approve -- the PDF is generated instantly.
Automatic Delivery
The completed compliance document is automatically emailed to the employer as a professionally formatted PDF.
Simple, Transparent Pricing
Choose the plan that fits your book of business. All plans include unlimited document generation for both ERISA Wrap and POP plan documents.
Starter
For TPAs with up to 50 employer clients
Save $598/yr
Includes:
- POP + ERISA Wrap documents
- Unlimited document generation
- Email delivery
- PDF generation
Growth
For TPAs with 51 to 200 employer clients
Save $1,198/yr
Everything in Starter, plus:
- POP + ERISA Wrap documents
- Priority support
- Custom branding on documents
- Unlimited document generation
Enterprise
For TPAs with 200+ employer clients
Tailored to your needs
Everything in Growth, plus:
- Dedicated account manager
- API access for integrations
- Service Level Agreement (SLA)
- Custom document templates
Trusted by Benefit Administrators Nationwide
Documents built to meet federal compliance standards
DOL Compliant
Department of Labor requirements met
ERISA Standards
Full ERISA Section 104 compliance
IRC Section 125
IRS cafeteria plan compliance
Ready to Get Started?
Tell us about your practice and we will show you how NueSynergy can automate your compliance document workflow.