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Sample Wrap Document (Editable) - studylib.net
It is only a sample and can be used in conjunction with the Member Payment Summary and Provider & Facility Directory to create a Summary Plan Description. Accompanying this sample is a cover letter explaining the …
Cover Letters: The Key to Simplifying ERISA Plan …
Dec 12, 2016 · Under ERISA Section 104(b)(4), any participant or beneficiary (or their personal representative) may submit a written request for copies of the following plan materials: The formal plan document, including all amendments; …
Summary Plan Description (SPD) Request Cover Letter - ERISA
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How to draft your first summary plan description …
What is a summary plan description (SPD)? An SPD is a summary of your benefit plan that outlines the benefit’s details and requirements. It's the primary vehicle for communicating health plan rights and obligations to the plan participants.
Cover letters: The key to simplifying ERISA plan …
Dec 16, 2016 · Plan sponsors should consider going beyond ERISA’s bare-bones requirements for plan document requests and make it a practice to also provide a cover letter, containing certain specific information.
individual-and-family-plans | Sentara Health Plans
What's in Your Summary Plan Description? - SHRM
Plan Information - U.S. Department of Labor
Summary Plan Description - HR Service, Inc.
How to Draft and Distribute a Summary Plan Description (SPD)