Prove your value by helping your clients meet their ERISA wrap requirements. Designed for today’s busy benefits broker, Wrap360 is an interactive, online wrap SPD and wrap plan document generator.
I like that this program allows you to create my employee's information using templates. It allows me to go through all of the steps needed in order to complete the ERISA-compliant forms. There isn't anything I dislike about this piece of software. I highly recommend it. They would be doing themselves a disservice if they didn't implement ERISA compliance within their employees benefit programs.
Easy to navigate. The program allows you to access all of your documents in one place so easy to…
Pros
Also has quick links throughout instead taking too long looking up certain things which could make more work harder than necessary (especially since sometimes these can take forever)