1. Create
Our intuitive document creator walks you through submitting the necessary information. Need a break? You can resume the process any time.
The Employer Retirement Income Security Act (ERISA) has developed guidelines that make it mandatory for all businesses with 2 or more employees to provide their employees with a Summary Plan Description (SPD). We continue to take a leading role in informing and helping our members meet their obligations under ERISA.
ERISA mandates all companies maintain a summary plan description.
An SPD ANNUAL NOTICE must be given to employees annually by Federal Law.
Summary of Materials Modifications allows employers to edit an existing (SPD).
SPDs are available to Trailblazers At NO COST on a yearly basis!
Our intuitive document creator walks you through submitting the necessary information. Need a break? You can resume the process any time.
Download a proof of your customized summary plan description document at any time.
Once approved, download the finalized legal version of the document, and disseminate it to your staff.
All group health plans subject to ERISA must provide participants with an SPD, regardless of size.
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