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.
Important Employer/Employee Notices Please Download all that apply to your computer and Distribute as noted
IRS/Department of Labor Documents