PLAN DOC Builder is a web-based solution that provides an easy and affordable way to generate Employee Retirement Income Security Act (ERISA)-required summary plan descriptions (SPDs) and wrap plan documents.
Key capabilities of PLAN DOC Builder include:
- Built-in guidance that allows quick completion;
- Plan amendment features that keep users current and compliant;
- Cloning that accelerates production of multiple plans;
- Robust knowledge base; and
- Ability to add unlimited users and clients.
Evaluation opportunities for PLAN DOC Builder include a free 15-day trial, personal demonstration, live webinar and compliance checklist.
United Benefit Advisors is an independent employee benefits advisory organization with more than 200 partner offices in 46 states, Canada and the United Kingdom. More information is at www.ubabenefits.com.