ERISA / Compliance Services

We have significant experience in proper corporate and plan governance. Our attorneys serve as counsel to plan fiduciaries such as trustees, plan administrators, company officers and directors, and benefit and investment committees.

In addition to our regular updates and our health care reform website, healthreformupdates.com, we offer employee benefit plan compliance assistance, practical compliance advice for real-life benefits situations, sample employee benefits notices and forms, and model plan documents and summary plan descriptions. We will provide the following:

  • Timely updates explaining recent legal changes affecting your benefit plans.
  • "Wrap-around" plan document.
  • Help with plan amendments and SPDs.
Bob Smith

Contact us for an employee benefits consultation today.

Contact Us 
614-451-2232

Bob Smith—Agency President

Seminar Topics:

  • Health Care Reform
  • Legal Updates Affecting Benefits
  • Wrap-around Documents & Summary Plan Descriptions
  • HIPAA Privacy & Security

Sample Forms & Documents:

  • Wrap-around Plan Document
  • Summary Plan Description
  • Affidavit of Dependent Tax Status
  • HC Amendments for Medical Plans and 125 Plans

Fees may apply

Contact Us Today

Bob Smith


Bob Smith
Agency President


Let us help you with your employee benefits needs & questions.

View Locations  

614-451-2232


Products underwritten by Nationwide Mutual Insurance Company and Affiliated Companies. Not all Nationwide affiliated companies are mutual companies, and not all Nationwide members are insured by a mutual company. Subject to underwriting guidelines, review, and approval. Products and discounts not available to all persons in all states. Nationwide Investment Services Corporation, memberĀ FINRA. Home Office: One Nationwide Plaza, Columbus, OH.

Securities and Investment Advisory Services offered through Nationwide Securities, LLC, memberĀ FINRA, SIPC, and a Registered Investment Advisor. DBA Nationwide Advisory Services, LLC in AR, CA, FL, IL, NY, TX and WY. Representative of Nationwide Life Insurance Company, affiliated companies and other companies.

URBO # FEW-0496AO.1