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Plan Documents
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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?
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