Plan Documents
8 articles

+1Written by ERISAfire Admin, Aaron Richard, David LeFevre and 1 other


Why Employers Need an ERISA Plan Document
So, what's a "wrap doc" for, exactly?
Written by ERISAfire Admin. Updated over a week ago
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 a few 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
Wrap+FSA Interview Questions
A complete list of interview questions when generating ERISA wrap documents with a pre-tax premium, HSA and FSA features
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