Quick Summary Plan Descriptions (SPDs)

 

The J.S. Clark Agency has provided its clients with Department of Labor compliant SPDs year after year. We take great pride in the positive reputation our SPDs has earned over the past 20 years.

Our Account Managers are equipped to lead the time-consuming process of creating, updating and managing Summary Plan Descriptions. We do not charge for this service, it's part of what we do!!!!

 

Today, clients work with our teams specifically in these areas:
 

Discovery

  • SPD inventory

  • Current state analysis

  • Compliance assessment and gap analysis

  • SPD compliance roadmap

Compliance Review

  • Initial ERISA audit

  • Automated workflow for client review and approval process

Content

  • Existing content review and update

  • New content development

  • SPD template creation for content automation

Maintenance

  • Update SPDs with changes (i.e.. plans, pricing, supplier)

  • Content updates

  • Compliance review

The end result is compliant employers with time and budget to focus on employee communications and more strategic projects.

 

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