Plan Doc Builder

ERISA compliance made easy

  • Assist with client compliance needs
  • Create ERISA-required SPDs, SMMs and SBCs instantly
  • Support client questions with ease
  • Certified UBA solution & proud partner of NAHU

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Did you know?

  • Clients can be penalized up to $110/day per failure under ERISA.
  • 75% of plans audited by the DOL have a violation.
  • 32% of employers are fined over $10,000.

Create/edit plan documents in minutes

Step-by-step wizard automates the creation of plan documents, Summary Plan Descriptions (SPDs), Summary of Material Modifications (SMMs), and Summaries of Benefits and Coverage (SBCs), saving both time and money.

Become a trusted resource

PLAN DOC Builder’s Knowledge Base addresses over 200 different questions specific to plan documents and compliance rules. Differentiate yourself from the competition by positioning yourself as a trusted ERISA resource.

Instant compliance guidance

Compliance updates are distributed to all users, notifying them that their plans documents need to be changed. We keep up with new guidance so you can focus on servicing your customers.

Help clients avoid DOL penalties

Documents created via Plan Doc Builder consistently pass DOL plan audits without issue. Help your clients avoid fines and violations with the tool proven to pass DOL audits.

Supplement with employer education

Take your service to the next level and ensure retention. Proactively inform your clients on DOL audits and updated compliance guidance with Broker Briefcase.

Broker Briefcase document Broker Briefcase document Broker Briefcase document

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Plan Doc Builder

Become a trusted ERISA resource for your clients.


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