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EZ ERISA is the premier resource for anyone to prepare compliant ERISA Wrap Documents, Cafeteria and Health Reimbursement Documents and HIPAA Policies, at low subscription cost, with the industry leading Warranty!

Our easy to use process is designed to take you step-by-step to create your own plan documents. Our user friendly process is designed for all types of users, from Human Resource and Insurance Industry Professionals, to Accountants, Business Owners and Attorneys!
Your EZ ERISA Plan Wrap Document is backed by our industry leading warranty which includes Warranty against Penalties and our Audit Legal Services Protection! See the Warranty Page for more details. You and your advisors and service providers are protected as long as you are a subscriber!
Our Proprietary Process guides you step-by-step to prepare your health plan documents. Help buttons appear on each page Click for help on this question to help guide you. If you get stuck, do not worry. We will respond to your inquiry and make sure you get it done right!
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Hot Topics in Compliance

  • Updated 2020 Health and Welfare Plan Limits

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    Updated 2020 Health and Welfare Plan Limits

    EZ ERISA is pleased to announce the updated Health and Welfare Plan Limits for 2020! Additional limits and limits for prior years can be found on the IRS website.

  • The Stolen Laptops - HIPAA Horror Story #27

    September 2019

    The Stolen Laptops - HIPAA Horror Story #27

    Are you ready for your client’s reaction? Two weeks ago, an EZ ERISA Partner called us in a panic. One of their clients had three Human Resource employees in town visiting. They were at the local Denny’s enjoying their morning coffee and breakfast....

  • HIPAA Policies Are Not Optional

    May 2019

    HIPAA Policies Are Not Optional

    You Have Handbook and Policies for Holidays, But No HIPAA Policy to Protect Your Employee’s Health Information? Huh?
    All employers who sponsor group health plans, regardless of whether they are self-funded or fully insured, have substantial obligations...

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