POP/ERISA Document Generators

Click below to purchase and activate your Section 125 Premium Only Plan (POP) Document Generators, ERISA Document Generators and Compliance Notification Services.  You can purchase standalone or package options. 

Please contact us if you'd like assistance completing your documents!

Use Partner Key 1816 and receive a 5% Discount offered to clients of The Quintana Group!

Do you deduct pre-tax premiums from employee wages?  Do you have a written plan that meets IRS requirements?

IRS Required Section 125 Premium Only Plan (POP) 
Use Partner Key 1816 to receive a 5% discount
Failure to have a written Section 125 Plan document at the time of an IRS audit could cause this domino effect:

Amended corporate tax returns.
Amended W-2s for all employees who had deductions.
Amended tax returns for those affected employees.

For organizations to allow employees to pay for medical and dental insurance premiums on a pre-tax basis, the IRS requires a Section 125 Plan document that specifies details about the coverage, eligibility under the plan, election procedures and rules of participation. Other voluntary benefits may qualify for pre-tax payments using this document. The IRS also requires a Summary Plan Description (SPD). This service allows you to create, store and keep up-to-date your 125 Plan documents including your SPD and Board Resolution for only $89 per year.

Are your benefit plans ERISA Compliant?  Would you pass a Department of Labor ERISA audit?

ERISA Required SPD Wrap 
Use Partner Key 1816 to receive a 5% discount
All employers offering a group health plan or other ERISA-qualified benefit to two or more employees are subject to ERISA, except for government entities and churches.

ERISA’s disclosure requirement mandates that employers maintain a written Plan Document and distribute Summary Plan Descriptions (SPD) for EACH benefit to participants. This requirement may be made easier by incorporating all benefits into a “wrap” plan document.  A certificate of insurance or benefit plan summary are not ERISA compliance documents, nor is a Section 125 cafeteria plan document.

The SPD must be distributed within 90 days after the participant becomes covered under the plan or within 30 days of a participant’s request.

With this service you create ONE SPD with required ERISA language that includes ALL health and welfare benefits wrapped in a single document for only $129 per year.

Create, store and edit SPD Wraps in a web-based document center.
Documents are updated automatically with required ERISA changes.
24/7 access to your documents.
Documents are reviewed and maintained by an ERISA Specialist.
Includes a Summary of Material Modification (SMM) to communicate benefit changes.

ERISA Required Compliance Notifications
Use Partner Key 1816 to receive a 5% discount
Generate customized all-in-one annual employee notices including:

Medicare Part D
Initial COBRA
Health Exchange

Access triggering event notice templates for: 

HIPAA Breach
Medical Child Support Order Notice


Step by step instructions on PPACA changes, due dates and employer actions.
Employment Law Updates & Reminders.
Health Exchange Notice - This web-based system automatically creates and emails this notice for distribution.
HIPAA Kit - Includes HIPAA policies, compliance checklist, requirements training, forms and documents to be HIPAA compliant.
HR Bulletins, Forms, & Library - Receive HR, benefit, and compliance information and ideas via monthly bulletin.
Access legally required forms, past bulletins and legal updates. 

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The information provided herein has been obtained from sources believed to be reliable.  The Quintana Group makes no representation as to its accuracy or completeness and it should not be relied upon as such.

The Quintana Group accepts no liability for any direct or consequential loss arising from any use of this information or its contents.