09 · Compliance & Regulatory
ERISA monitoring
Atlas-orchestratedfrom $850/moExpert ~1–3 hrs/mo
Bottom line
Monitor ERISA plan asset / VCOC-style obligations and calendars with counsel guidance.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·ERISA obligation register.
- ·Testing calendar and evidence requests.
- ·Counsel coordination pack.
By hand today
ERISA discovered during LP DD.
On Atlas
Register + calendar; counsel owns legal tests.
Deliverables
- Register
- Calendar
- Evidence pack
Service levels
- Testing evidence requested per calendar with ≥15-day lead.
Exclusions
- — ERISA legal opinions
Platform surfaces
document workspaceside letter register
Institutional LP requirement.