Health Plan Documents and SPDs

[Flyboyjohn]

What vendors do folks use and recommend for health plan documents and SPDs that are ERISA compliant?

I know SunGard offers a "wrap" plan package but doesn't offer the underlying plan doc

Thanks

[Chaz]

As an attorney, it may be self-serving for me to say, but I recommend using counsel for these documents.

[leevena]

Either an attorney, or see if the vendor has it. All of our vendors for self-funded medical provide these services in their fee.

[Flyboyjohn]

I is "cousel" but looking for a template rather than starting from scratch (lazy), thanks

[KJohnson]

The EBIA ERISA Compliance Manual for Health and Welfare Plans has both the wrap SPD and the Plan document templates. There is always debate about whether one document can "double" as both espeically post-Amara. But if you do try and combine them you need to have both the requirments of a plan and the requirements of an SPD in them and you need to recite that it constitutes boththe Plan and the SPD.

[Guest ip0905]

I work with a company, Write on Target wrtietarget.com 937-436-4565. They specialize in SPD and plan documents and then you can have a legal review. Much less expensive and the writing is in a systle employees can understand (not legalese).