Summary of Materials Modification

Summary of Materials Modifications are an ERISA legal requirement , that allows an employer to change an existing Summary Plan Description (SPD) without creating a new document. It generally is a simple document used for minor changes in an existing SPD (most often with health and welfare benefits).
Trailblazer Perk!

Section 125s are available to Trailblazers At NO COST on a yearly basis!

1. Create

Our intuitive document creator walks you through submitting the necessary information. Need a break? You can resume the process any time.

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.

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