Plan documents that hold up. Without the TPA wait.
Wrap SPDs, Section 125 POPs, and the full required-notices package — assembled in a guided, module-by-module flow and generated as a print-ready PDF. Skip the $150–$400 per document and the weeks of waiting.
PLAN DOCUMENTS PACKAGE
Plan & Employer Info
ACA / ALE Status
COBRA & State Continuation
Medicare Secondary Payer
Required Notices
Section 125 POP
Claims & Appeals
Review & Generate
Every required document, built to one standard.
ERISA Wrap SPD
A compliant Summary Plan Description wrapping all covered benefit lines. Includes plan identification, named fiduciary, claims procedures, agent for legal process, and participant rights per ERISA §102.
Section 125 POP
The Premium Only Plan document required before employees can make pre-tax premium contributions. Covers eligible benefits, election procedures, and permissible mid-year change events.
Required Notices Package
HIPAA Special Enrollment, WHCRA, Newborns’ Act, CHIP/Medicaid, No Surprises Act, Part D Creditable Coverage, and COBRA General Notice — compiled and ready to distribute.
ACA / ALE Status
Applicable Large Employer determination, coverage obligations, affordability safe harbor, and 1094-C / 1095-C reporting guidance built into the flow.
Attorney-reviewed. Consistent. Complete.
Reviewed by Two ERISA Law Firms
Every template was reviewed and approved by two independent ERISA law firms before release — not one firm, two.
Pre-Filled From Your OE Guide
Carrier names, group numbers, plan year, and broker info carry over automatically. Fields shown in teal are pre-filled — review and confirm.
Every Document. Every Time.
Built to the same standard every time — no missing sections, no outdated language, no compliance guesswork.
Build your first plan documents package today.
ERISA-compliant documents, attorney-reviewed templates, generated in minutes.