ERISA Professional

Users of the Plan Document and Compliance Testing and Reporting modules must be experienced ERISA professionals who are qualified to draft the documents provided and perform annual compliance testing (e.g. Attorney, Enrolled Actuary, TPA). If you have any questions or you are not sure you are an ERISA professional, please contact or call 800.596.0714.

No Legal Advice and/or its employees, officers and agents are not engaged in the practice of law and do not render any legal, accounting, financial or other professional advice. does not provide any advice and/or opinion as to whether any of the documents and or forms offered on the Site provide any specified legal or tax effect. All documents and or forms are prepared by at the direction of the person using the site.