Employee Benefits
Employee Census Form Please complete and encrypt the census before emailing or upload to your dropbox.
Client/Employer Questionnaire Please complete and send with your encrypted the census before emailing or upload to your dropbox
Bundled Product: Group Information Form and Group Health questionnaire. This is step one. If there are no serious health conditions in your group you will be sent the employee medical questionnaires or will be sent access to an online portal for employees to go through the pre-screen process.
ERISA Compliance and Summary Plan Description
Employers who offer Group Welfare Benefits to their employees are required to provide a Plan Document and Summary Plan Descriptions (SPDs).
Client Wrap Document Information Form-Please complete so our staff can create the ERISA compliant Summary Plan Description for your business. You will be invoiced for this service and our cost to you is significantly less than the major SPD services. It’s important that the documents are updated regularly and supported by a Law Firm that specializes in ERISA compliance law.
Wagner Law Group: Properly Documenting Welfare Plans
Summary Plan Description (SPD) Employer Frequently Asked Questions
Wrap SPD and Plan Document Federal Compliance Warning
ERISA Summary Plan Description (SPD) Required Information
Important Employer/Employee Notices Please Download all that apply to your computer and Distribute as noted
2016 Open Enrollment Benefits Notices Templates
Benefits NoticesTemplates for Small Business Employers with 1-19 employees
Benefits Notices Templates for Small Business Employers with 20-49 employees
Benefits Notices Templates for Large Business Employers with 50 Plus employees
Employer Model Notice Coverage Options FLSA with OUT health plan/s
Employer Model Notice Coverage Options FLSA with health plan/s
Employer Model Notice Certificate of Creditible Coverage-HIPPA
Employer Model Notice of Privacy Practices with Graphics-HIPPA.pdf
Employer Notice of Privacy Practices Text Only
Helpful Documents
IRS/Department of Labor Documents
Reporting and Disclosure Guide for Employee Benefit Plans-DOL
Employee/Independent Contractor
Know Who You’re Hiring – Independent Contractor (Self-employed) vs. Employee