ERISA compliance made easy.

Our easy to use, step-by-step wizard guides you through the process of creating a document, saving you time and effort. Compliance updates are distributed to all users, notifying them that their plan documents need to be changed. Our knowledge base addresses over 200 questions specific to plan documents and compliance rules.

Position yourself as a trusted advisor for your clients

Imagine going into a Prospect meeting and saying, “Here’s what we can do for you” in providing all their plan documents and ensuring compliance, and then asking what their current broker is doing. It’s a totally different conversation than, “Can I market your plan?” Become the focal point for your clients for resources and education.

Offer a fee for service

Some brokers will actually turn this into an opportunity for a fee for service, as this is such a vital, need-to-have service that clients are willing to pay for. With Plan Doc Builder, you can consider a fee for service strategy. Brokers are charging on average much less for the plans they are producing with Plan Doc Builder compared with attorney services for the same.

Jeff Hill

“Zywave has been a fantastic partner in technology and content that is invaluable for the benefits and Property industry we share.”

Frank Pennachio

“In a world of “content” marketing, Zywave creates and delivers a seemingly endless supply of valuable content for both agents and their prospective and current clients. “

Ellen Kloth

“Partner relations is the best customer service in the industry. “

Roberta Flannery

“Every experience I’ve had with Zywave Partner Support has been excellent.”

Ronnell Nolan

“We have worked with Zywave since the inception of HAFA and always been pleased with their level of service.”

Michelle D'Argenio

“Zywave is a great business tool! Broker Briefcase is my agency’s go to. It is very easy to navigate.”

Emily Koleno

“Zywave offers great content and I’ve had only wonderful experiences with their team.”

Eugene Leis

“Their support service people are absolutely fantastic. The product is great too!”

Laura Peterson

“Great support. These products help our clients and us every day!”

Cort Niemi

“Absolutely awesome product. We use it almost every day!”

Kaylee David

“Zywave, working with your team has been nothing, but amazing thus far! We would recommend Zywave to anyone.”

Jennifer Walden

“This product is amazing, the reports generated are easy to read yet very informative for quarterly reviews with our clients.”

Ashley Robison

“I love the amount of information they have available and the ability to modify/personalize it for my clients. Great service!!”

Everything you need to grow your agency.

Plan Doc Builder pairs perfectly with the following other products: Broker Briefcase® Benefits Edition and MyWave Connect®.

Speak with a Specialist

Plan Doc Builder solves the complex problems you're facing.

  • Support ERISA compliance
  • Help clients survive DOL audits
  • Generate compliant documents
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ERISA requires nearly all of your employer groups to have a plan document and an SPD. Plan Doc Builder allows you to offer this compliance service to your customers spending much less time and using fewer resources.

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In recent years, the DOL has increased their efforts to enforce compliance regulations and conduct audits of plans subject to ERISA. In fact, an invalid or missing SPD is the most common DOL audit violation

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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. Plan Doc Builder allows you to provide a service that will help your clients protect their bottom line.

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Here are just some of the features that set Plan Doc Builder apart.

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Step-by-step wizard

Easy-to-use, step-by-step wizard guides you through the process, saving you time and effort.

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Alerts and notifications

Compliance updates and alerts are distributed to all users, notifying them when their plan documents need to be changed.

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Knowledge base

Plan Doc Builder comes equipped with the Knowledge Base which addresses over 200 different questions specific to plan documents and compliance rules.


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Plan documents, SPDs, SMMs, and SBCs created are ERISA-compliant and consistently pass DOL plan audits.


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Direct employer access

Broker users are allowed to grant employers users access to their plan documents by logging directly into Plan Doc Builder.

Plan Doc Builder pairs perfectly with the following other products: Broker Briefcase Benefits and MyWave Connect.