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Health Plan Documents and SPDs

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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.

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  • 3 weeks later...

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).

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