ERISA SPD and wrap document builder
- Assist with client compliance needs.
- Create ERISA-required SPDs, SMMs and SBCs instantly.
- Support client questions with ease.
- Certified UBA solution and proud partner of NAHU.
Learn more about Plan Doc Builder
Create and edit plan documents in minutes
Step-by-step wizard automates the creation of plan documents, SPDs, SMMs, and 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 guidelines
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.
"Head and shoulders above anything else, this gives clients the most value as fast as possible."
Leverage Unparalleled Support
Get up and running easily – our implementation experts load your data, train your agency and help you customize the system. Zywave also provides guidance every step of the way with on-going support from in-house experts.