Plan Documents

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

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