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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.
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.
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.
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.
Take your service to the next level and ensure retention. Proactively inform your clients on DOL audits and updated compliance guidance with Broker Briefcase.
Become a trusted ERISA resource for your clients.