Review


For many employers who sponsor employee benefit plan arrangements, half the battle is in understanding the product and the vendor relationship. At ERISA Law Practice, LLC, we work hard to help our employee benefit plan clients understand both their legal and contractual obligations - oftentimes this comes down to reviewing the plan's documentation. 

Many employee benefits documents and agreements use complex terminology and are drafted by (and in favor of) the vendor. Our involvement can reduce an employer's exposure to risk and often we are able to help employers identify cost-savings opportunities relative to their contractual engagements. We have experience in reviewing virtually all forms of documentation and contractual relationship relating to employee benefit plans, including:

  • Benefit Plan Documents 
  • Summary plan Descriptions
  • Insurance Policies
  • Trust Agreements
  • Third Party Administration (TPA) Agreements
  • Consultant / Broker Agreements
  • Annual Form 5500 Filings
  • COBRA Notifications
  • HIPAA Privacy & Security Policies and Procedures
  • Stop Loss Agreements
  • 3(18) and 3(36) Agreements
  • Investment Policy Statements
  • Plan Committee Charters
  • Purchase / Sale Agreements