ERISA Advanced Quiz

Name*

First Last

1) What’s included in BASIC’s ERISA Essentials service?*

Wrap SPD and plan document creation
Requires PPACA/ERISA Model Notices
Prepare 5500 Filing for Schedule A’s
Prepare Summary Annual Report (SAR)
All of the above

2) Is BASIC’s ERISA Essentials service a one-time service or on-going?*

One and done (only charge a one-time fee)
Ongoing (ERISA clients pay an annual fee for ongoing service)

3) Does BASIC’s ERISA Essential service allow employers access to their documents?*

Yes, 24/7 via a secure compliance portal
Yes, 9am -5pm EST time via the secure compliance portal
No

4) Does BASIC’s ERISA Essentials have a Delinquent 5500 Filer service?*

Yes, included
Yes, at an additional cost
No

5) BASIC’s secure compliance portal offers clients both access to our auto-calendar detailing all of your compliance milestones and custom notifications that are adapted to your specific plan year, not just to a calendar plan year?*

True
False

ERISA Advanced Quiz

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