Most employee benefit plans require written documentation for tax, legal and employee communications. Documents serve as a blueprint for the operation of a benefit plan. Freedom Benefits can help with this requirement from the perspective of designing plans that fit your goals. These are legal documents that should be drafted by an attorney.
Sample employee benefit documents are offered by Freedom Benefits in connection with our planning services without warranty and should be reviewed by your attorney for suitability and modification 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.