An integrated suite for benefits compliance, ERISA documents, and nondiscrimination testing — built for brokers, sponsors, and employers.
A Valhalla Business Advisors & Aperture Insurance Solutions Joint Venture
Professional-grade tools designed to streamline your compliance workflows and ensure regulatory adherence.
Calculate Patient-Centered Outcomes Research Institute fees for your health plans with precision and ease.
Coming SoonBuild an integrated ERISA wrap plan from one guided worksheet. Downloads a bundle of up to six documents: FYI memo, worksheet, plan document with appendices, SPD, §125 cafeteria plan with adoption agreement, and document history — drafts for counsel review.
Beta — FrejaStreamline your Form 5500 preparation with automated data collection and validation tools.
Coming SoonThe §125 cafeteria plan and its adoption agreement come from the same Freja worksheet as the wrap plan document and SPD — one intake, one bundle of up to six documents ready for counsel review.
Beta — FrejaPerform comprehensive nondiscrimination testing for cafeteria plans with automated calculations.
Coming SoonEnsure your self-insured medical reimbursement plans comply with Section 105(h) requirements.
Now AvailableGenerate customized compliance calendars with key deadlines and reminders for your organization.
Interactive DemoCreate professional benefit guides and required compliance notices with customizable templates.
Coming Soon