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Wrap360

ERISA Wrap Compliance Made Simple

Wrap360

Benefits

Protect & Retain Existing Clients

Demystify ERISA wrap requirements with Wrap360™, our interactive online SPD and wrap plan generator tool. Wrap360 is maintained by experienced attorneys and a major ERISA law firm so you can rest assured you’re always getting accurate information.

Increase Your Income

Enhance your fee-for-service model by charging a service fee for each document you prepare for your clients, and turn document compliance into a whole new profit center.

Stay Up-to-Date on the Latest Changes

Receive email alerts regarding ERISA or IRS requirements that could impact wrap SPD and plan document compliance. Quickly update wrap SPD and plan document templates to reflect any requirement changes.

Wrap360

Features

Broker Portal

Quickly generate wrap SPDs, plan documents and PCPs. Our easy-to-use dashboard delivers real-time status updates on wrap document creation so you never miss a beat.

Employer SPD Portal

Wrap360’s customizable employer portal allows your clients to help complete or maintain wrap SPDs and plan documents, helping to promote greater transparency and collaboration.

Employee Benefits Document Portal

Close the communication loop with your clients’ employees. After they log in, employees are presented with one centralized place to find their welcome letter, SPD documents in English and Spanish, and insurance certificates.

Customers

“Wrap360 is a 10 out of 10! We have been using it and love it. Our clients have been so thankful, because they have not been able to obtain this (compliance documents) before, unless they contacted an attorney. Most don’t have their own. It’s been great!”

“Ease of use: 10 out of 10, appearance of product: 10 out of 10, support from HR360: 10 out of 10, client impressions: no complaints (That means a 10!).”

“I give it a 10 out of 10. It is easy to use (according to staff) and easy to explain. Since I give the product away, employers gladly accept the document and indicate they will distribute as instructed. The bottom line is, there are many vendors out there that offer these documents at an exorbitant fee, and smaller employers (150 lives and under) will not spend the money even if they know the exposure.”

Resources

Learn more about Wrap360

Wrap360 Informational Sheet

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