Plan Documents

6 articles in this collection
Written by David LeFevre, Dana Stoerkel, and Aaron Richard

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.

Written by Aaron Richard
Updated over a week ago

Wrap+ Plan Document Drafting Tool

Generate straightforward ERISA plan documents by answering just a handful of questions.

Written by David LeFevre
Updated over a week ago

Wrap+POP Interview Questions

A complete list of interview questions when generating ERISA wrap documents with a pre-tax premium feature

Written by David LeFevre
Updated over a week ago

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.

Written by Aaron Richard
Updated over a week ago

DOL Electronic Delivery Safe Harbor Explained

Practical guidance on providing benefits notices and documents electronically

Written by David LeFevre
Updated over a week ago

So You Have a Plan Doc. Now What?

Who needs copies, when and how.

Written by Dana Stoerkel
Updated over a week ago