ERISA Compliance, Finally Simple
ERISA Compliance, Finally Simple
ERISA Pilot generates DOL-compliant wrap plan documents, surfaces compliance gaps across your book of business, and keeps your employer clients protected from costly ERISA penalties — all in one purpose-built tool for benefits brokers.
ERISA §402
Written plan document requirement
ERISA §102
Summary Plan Description standards
DOL Reg. 2520
SPD content and distribution rules
HIPAA Compliant
Privacy-conscious document handling
Most Employer Plans Are Out of Compliance Right Now
ERISA requires every employer-sponsored benefit plan to have a written plan document and Summary Plan Description. Yet the majority of small and mid-size employers either lack these documents entirely or are operating on outdated versions — exposing them to DOL penalties of up to $110 per day, per participant.
70%+
of small employers lack a compliant ERISA wrap document
$110/day
per-participant DOL penalty for missing plan documents
5 min
to generate a complete, compliant wrap document with ERISA Pilot
Everything You Need for ERISA Compliance
Purpose-built for benefits brokers who need to keep dozens of employer clients compliant without becoming ERISA attorneys.
ERISA Wrap Plan Documents
Generate DOL-compliant wrap plan documents that consolidate all your employer's benefit plans under a single ERISA umbrella — in minutes, not days.
Compliance Gap Analysis
Instantly identify missing or outdated ERISA disclosures, SPD requirements, and plan document deficiencies across your entire book of business.
Summary Plan Descriptions
Build accurate, plain-language SPDs that meet ERISA §102 requirements. Auto-populated from your client data — no starting from scratch.
Penalty Exposure Alerts
ERISA violations carry fines up to $110/day per participant. ERISA Pilot flags at-risk clients before the DOL does.
ERISA Fiduciary Guidance
Step-by-step fiduciary checklists and documentation tools to help your employer clients meet their plan administrator obligations.
Audit-Ready Document Vault
Every generated document is stored, versioned, and retrievable. If the DOL comes knocking, your clients are covered.
A Complete ERISA Toolkit for Brokers
ERISA Pilot isn't just a document generator — it's a full compliance workflow that integrates with your existing Broker Toolbox client data.
- Wrap documents for health, dental, vision, FSA, HRA, and more
- Auto-populated from your existing CRM client data
- DOL-compliant language updated for current regulations
- E-signature ready PDFs delivered instantly
- Unlimited plan documents per client
- Version history and amendment tracking
- ERISA §104(b) distribution checklist
- Form 5500 filing reminders and guidance
ERISAGuide
Wrap Document Generator
Brokers Trust ERISA Pilot
"ERISA Pilot saved us from a DOL audit nightmare. Three clients had zero wrap documents — we fixed it in an afternoon."
Marcus D.
Senior Benefits Broker, Dallas TX
"The gap analysis alone is worth it. I found compliance issues in 40% of my book on day one. My clients were shocked."
Priya K.
Independent Benefits Consultant
"Finally a tool that speaks ERISA fluently. The wrap documents are clean, compliant, and my clients trust them."
Tom W.
Employee Benefits Agency, Chicago IL
Stop Leaving Your Clients Exposed
Every day without a compliant ERISA wrap document is a day your employer clients are at risk. ERISA Pilot makes compliance fast, accurate, and defensible.
ERISA Pilot is available as part of the Broker Toolbox Master subscription or as a standalone tool.