Summary Plan Description (SPD) Audit/Development

  • How do you know if your current Summary Plan Description is complete?
  • Would you be found non-compliant if audited?

OperationsInc’s Summary Plan Description Audit can provide you with answers.

How We Do It
OperationsInc will audit your existing Summary Plan Description, identify strengths and weaknesses and implement solutions where needed. As Subject Matter Experts in the area of SPD development and compliance, we are prepared to assist you with your needs. We will:

  • Review them for content and compliance.
  • Compare what is referenced in the SPD(s) vs. what you truly offer as benefits.
  • Review to Insure that all legal requirements are being met.
  • Identify gaps....and fill them.

Why is Summary Plan Description (SPD) Compliance Important?

Each year, the Employee Retirement Income Act (ERISA) requirements change, forcing employers that offer Medical / Dental Benefits to update their SPD(s). What you may not be aware of is that the carriers and even the brokers do not always deliver a fully compliant document to you. We can assess your existing SPD(s) to ensure that you are acquiescent with current federal regulations.

To learn more about OperationsInc’s Summary Plan Description (SPD) Audit/ Development please contact us at: info@operationsinc.com or 203-322-0538.

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Financial Services Co.

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Technology Firm

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992 High Ridge Road
Second Floor
Stamford, CT 06905

(203) 322-0538

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992 High Ridge Road, Second Floor, Stamford, CT 06905 Phone (203) 322-0538