1. Create
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Section 125 Plans are an ERISA legal requirement for any member that makes pre-tax deductions for employee benefits from payroll checks. This document needs to be filed with all legal documentation, in the event you need to show evidence of having proper filing. Many members renew or change their benefit offerings each year and this document needs to be updated.
2. Review
Download a proof of your customized summary plan description document at any time.
3. Complete
Once approved, download the finalized legal version of the document, and disseminate it to your staff.