Making plan changes?
We make the process of updating your plans quick and easy! Select the benefit you wish to update below and complete our amendment form.
Select the benefit program you wish to amend.
OCA Renewal ERISA Evaluation Form
This application is for ERISA compliance renewals. Please complete this form and indicate what changes need to be made to your ERISA plan documents. Should you require 5500 filing, please indicate by selecting the “Form 5500 Filing” option listed below.