Client Forms

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

SBC vs SPD Explanation

Summary Plan Description (SPD) Employer Frequently Asked Questions

Wrap SPD and Plan Document Federal Compliance Warning

ERISA Summary Plan Description (SPD) Required Information

DOL Audit Checklist

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

Employer CHIP Model Notice

Helpful Documents

SBC Uniform Glossary

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

 

 

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