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Your Trusted Partner For Plan Documentation

Our services

Self-Funded Medical Plan Documents

and

Summary Plan Descriptions

ERISA Wrap-Around SPDs

 

(aka Wrap Docs, Can combine all H&W plans into a single plan for 5500 filing)

Flex Plans

HRA/Section 105 Plans

Premium Only Plans

 

(aka POP Plans, required by IRS for pre-tax plan deductions)

Self-Funded Short-Term Disability Plan Documents

and

Summary Plan Descriptions

Compliance Consulting -

 

 Available through our companion company, the Jensen Law Firm Chartered

Packaged Document Pricing

H&W Plan + Wrap SPD = $2,000

H&W + Wrap SPD + POP Plan = $2,100