Compliance Tools. Simplified.

An integrated suite for benefits compliance, ERISA documents, and nondiscrimination testing — built for brokers, sponsors, and employers.

All tools are coming soon - Stay tuned for comprehensive compliance solutions

A Valhalla Business Advisors & Aperture Insurance Solutions Joint Venture

Compliance Tools Suite

Professional-grade tools designed to streamline your compliance workflows and ensure regulatory adherence.

PCORI Calculator

Calculate Patient-Centered Outcomes Research Institute fees for your health plans with precision and ease.

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ERISA WRAP Document Generator

Generate first-draft ERISA WRAP SPDs from a structured intake, with built-in compliance validation and attorney-review triggers.

Beta — Freja
Open Freja
5500 Return Prep

Streamline your Form 5500 preparation with automated data collection and validation tools.

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§125 Cafeteria Plan Document Generator

Generate first-draft §125 cafeteria plan documents and adoption agreements. Shares the same intake as the ERISA WRAP generator.

Beta — Freja
Open Freja
Section 125 Nondiscrimination Testing

Perform comprehensive nondiscrimination testing for cafeteria plans with automated calculations.

Coming Soon
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Section 105(h) Nondiscrimination Testing

Ensure your self-insured medical reimbursement plans comply with Section 105(h) requirements.

Now Available
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Compliance Calendar Generator

Generate customized compliance calendars with key deadlines and reminders for your organization.

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Benefit Guide & Compliance Notice Builder

Create professional benefit guides and required compliance notices with customizable templates.

Coming Soon
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