Sample employee benefit documents are offered in connection with our services without warranty and should be reviewed by your attorney before use. We are not able to offer legal advice or any assurance of suitability to any specific purpose.
The most popular sample documents relate to the versatile consumer-driven health plan for small businesses listed below. This plan is designed to be self-administered by the employer but the sample documents name Tony Novak of Freedom Benefits as the Plan Adviser to provide an additional level of support.
Sample small business health plan documents for 2016
– Health Plan Design checklist
– Sample Corporate Resolution
– Summary Plan Description
– Plan Document
– Setup and Administration Guide
– Small business Health Reimbursement Arrangement
– Solo and small business 401(k)
– Simplified employee pension
Contact us to discuss the options best suited to your situation.