Plan Document Drafting & Review

Plan Document Drafting and Review

CME can offer you drafting and review services for a more efficient and effective benefits plan that will comply with legal regulations and laws.

Plan and Summary Plan Description Preparation:

  • Prepare “wrap welfare benefit plan” to permit filing of all welfare plans under a single Form 5500
  • Prepare “wrap summary plan description” to use in connection with insurance company and/or TPA documents
  • Prepare Section 125 Plan and Medical/Dependent Care Spending Account Plans

Preparation of Required Client Information Including:

  • Plan Documents
  • Summary Plan Descriptions (with any Summaries of Material Modifications)
  • Benefit Descriptions, Announcements, and Enrollment Materials
  • Forms 5500 and Summary Annual Reports
  • Compliance Testing (where needed)
  • HIPAA Privacy Compliance Materials
  • Identification of Entities (that together, with the client, are treated as a single employer)