Prove your value by helping your clients meet their ERISA wrap requirements. Designed for today’s busy benefits broker, Wrap360 is an interactive, online wrap SPD and wrap plan document generator.
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.
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.
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.
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.
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.
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.
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