Summary Plan Descriptions (SPDs)

Lifetime Benefit Solutions can prepare Summary Plan Descriptions (SPDs) and Plan Documents for all types of ERISA or non-ERISA Cafeteria Plans.

In addition, Lifetime Benefit Solutions can prepare SPDs and Plan Documents for Cafeteria Plans that include employer credits that can be used for a variety of qualifying benefits, as well as SPDs and Plan Documents for ERISA or non-ERISA HRA plans. We can prepare these for approximately 25 different HRA plan designs.

We can also prepare SPDs and some Plan Documents (if not a wrap plan that includes non-health benefits) for ERISA and non-ERISA, insured or self-insured, medical, dental and/or vision plans.

 

GDPR Notification Content