BenefitRecord
ERISA §107 5500 · SPD · SAR · COBRA ← All work

ERISA fiduciary record-keeping, on one screen.

6 seeded benefit plans — 401(k), health, dental, FSA, HSA, group life — each tracking the documents ERISA §107 requires you keep for 6 years (8 for the SPD), the disclosures owed to participants, and the rolling deadlines (5500 due, SAR distribution, blackout notices).

Plans · 6 active
Plan detail
Select a plan.
Upcoming filing & disclosure deadlines