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Plan Documents

David LeFevre avatar Dana Stoerkel avatar Aaron Richard avatar +1
8 articles in this collection
Written by David LeFevre, Dana Stoerkel, Aaron Richard and 1 other

Why Employers Need an ERISA Plan Document

So, what's a "wrap doc" for, exactly?
Naba Siddiq avatar
Written by Naba Siddiq
Updated yesterday

Getting Started with ERISAfire: Plan Docs

Providing you real value requires specific information, but you shouldn't have to figure out what's what. That's our job.
Aaron Richard avatar
Written by Aaron Richard
Updated yesterday

Wrap+ Plan Document Drafting Tool

Generate straightforward ERISA plan documents by answering a few questions.
David LeFevre avatar
Written by David LeFevre
Updated yesterday

Wrap+POP Interview Questions

A complete list of interview questions when generating ERISA wrap documents with a pre-tax premium feature
David LeFevre avatar
Written by David LeFevre
Updated yesterday

Wrap+FSA Interview Questions

A complete list of interview questions when generating ERISA wrap documents with a pre-tax premium, HSA and FSA features
David LeFevre avatar
Written by David LeFevre
Updated yesterday

When Do I Need to Update My ERISAfire-Prepared Plan Document?

No plan document is evergreen, but ERISAfire can help you manage your risk so you're updating it less often while remaining compliant.
Aaron Richard avatar
Written by Aaron Richard
Updated yesterday

DOL Electronic Delivery Safe Harbor Explained

Practical guidance on providing benefits notices and documents electronically
David LeFevre avatar
Written by David LeFevre
Updated yesterday

So You Have a Plan Doc. Now What?

Who needs copies, when and how.
Dana Stoerkel avatar
Written by Dana Stoerkel
Updated yesterday