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Protected: Understanding the Summary Plan Description (SPD) Requirements under ERISA

  • On April 7, 2025
  • ERISA, SPD
There is no excerpt because this is a protected post.
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Protected: Revisiting ERISA Plan Documents and SPDs in the New Year

  • On December 30, 2024
  • ERISA, SPD
There is no excerpt because this is a protected post.
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Protected: Make Sure Your Clients Provide the Right Notices During Open Enrollment

  • On November 1, 2019
  • CHIPRA, COBRA, DOL, ERISA, HIPAA, HRA, SBC, SPD
There is no excerpt because this is a protected post.
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Protected: Department of Labor and Internal Revenue Service Issue New AHP Guidance

  • On August 24, 2018
  • AHP, COBRA, DOL, ERISA, HIPAA, IRS, MEWA, SBC, SPD
There is no excerpt because this is a protected post.
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Protected: Distribute Client Plan Documents the Right Way

  • On August 20, 2018
  • COBRA, DOL, HIPAA, HITECH, SPD
There is no excerpt because this is a protected post.
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Summary Plan Descriptions – Are Your Client’s Documents Sufficient?

  • On August 13, 2018
  • COBRA, DOL, ERISA, Form 5500, SPD
Any business that offers group health insurance and is subject to the Employee Retirement Income Security Act (ERISA) needs to have plan documents in place, including a summary plan description (SPD).  Every broker knows that most companies do not have an SPD in place.   While the risk is higher for plans without a SPD, […]
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Protected: Group Health Plans – Size and Structure Matter

  • On January 22, 2018
  • ALE, COBRA, EHB, ERISA, Form 5500, FSA, Grandfathered Plans, HDHP, HIPAA, HITECH, HRA, HSA, MHPAEA, Nondiscrimination, PCORI, Preventative Care, QSEHRA, SBC, Section 105, Section 125, SPD
There is no excerpt because this is a protected post.
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