Through a special partnership with ERISA Pros, a leading ERISA specialist, Howell is able to offer our clients as special discounted rate for ERISA documents prepared and services performed under ERISA Pros' Wrap-TightSM ERISA Plan Document System. Depending on the employer's needs, there are two levels of service available - Gold and Platinum.
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Program
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Services
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Gold
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Platinum
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Wrap-TightSM Summary Plan Description (SPD) and Plan Document
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Base Price………………………………………
*Gold includes 6 Component Benefit Plans (CBP) each additional
*Platinum includes 4 Component Benefit Plans each additional
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$2,250
$100
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$2,950
$200
|
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Annual Compliance Review
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Contact Employer to check for Changes in Plan Benefits, Employer’s Situation, and Legal Requirements
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$250
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$250
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Annual Form 5500
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Base Fee includes Summary Annual Report
Price Per Corresponding Schedule A
*Price Per Preparation of VEBA Trust
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$350
$75
$150
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$350
$75
$150
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Plan Restatement
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Plan Restatement including consultation
*Gold includes 6 CBPs each additional
*Platinum includes 4 CBPs each additional
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$1,200
$100
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$1,200
$150
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Minor Plan Changes
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Preparation of Summary of Material Modifications (SMM) includes consultation
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$250
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$250
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Electronic Distribution Package (EDP)
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Prepare Notice, Statement, and Consent Documents and Checklist for Paper and Electronic Distribution of ERISA Documents
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$345
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$395
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For a description about the Gold and Platinum level of Services, click here.