ERISA Wrap Plan Document and Summary Plan Description (Long Form)
A comprehensive ERISA Wrap Plan Document and Summary Plan Description that gives your welfare benefits the written plan document and SPD that ERISA has always required, with the full set of protective provisions a significant deal deserves.
Covers termination, transfer, dispute resolution, and the other back-half provisions that short forms skip. The complete provision set for a business whose exposure justifies covering every case.
Frequently asked questions
The fee covers the finished document, filing-ready or send-ready as applicable, the supporting exhibits or attachments described in the scope, and a short cover memorandum explaining the choices made. It is fixed at this scope: one plan. 2 rounds of revisions are included. If your matter falls outside that scope we tell you before starting and quote the difference — we do not bill past a flat fee without agreeing it first.
1 to 2 weeks from a complete set of instructions, plus time for the 2 rounds of revisions included in the fee. If you are working to a court deadline or a closing date, tell us when you order and we will confirm in writing whether we can meet it before you commit.
$4,725 is $325/hour × 14.5 hours — the time this deliverable takes in an ordinary health and welfare matter, at the firm's standard rate. Because it is a flat fee, the risk of the work running long sits with the firm: you pay $4,725 whether it takes us the estimate or twice it.
Third-party costs are never inside a flat fee and are passed through at cost, never marked up: court and agency filing fees, court reporter and transcript charges, expert witness fees, search vendor and e-discovery hosting charges, process server fees, and travel.
What your business does, and who its users or customers are, the systems, vendors, and data flows the document has to describe accurately, any existing version, and what prompted this one, and any regulator, platform, or contract requirement you are working to. Send what you have — if something is missing we will tell you what else we need before the turnaround clock starts.
Clients also order
Other Health and Welfare work MC Law prepares on a flat fee.
Benefits Vendor and Service Provider Agreement (Long Form)
A long-form Benefits Vendor and Service Provider Agreement that engages a benefits vendor with the fee disclosure and fiduciary allocation ERISA requires, built for a high-value or heavily negotiated transaction.
ERISA Wrap Plan Document and Summary Plan Description — Template and Playbook
A company-standard ERISA Wrap Plan Document and Summary Plan Description form with fallback positions, covering the document that gives your welfare benefits the written plan document and SPD that ERISA has always required.
Benefits Vendor and Service Provider Agreement — Long Form (Customer Side)
A detailed Benefits Vendor and Service Provider Agreement written for the customer, the document that engages a benefits vendor with the fee disclosure and fiduciary allocation ERISA requires.
Benefits Vendor and Service Provider Agreement — Long Form (Vendor Side)
A comprehensive Benefits Vendor and Service Provider Agreement drafted from the vendor position, covering the agreement that engages a benefits vendor with the fee disclosure and fiduciary allocation ERISA requires.