What are ERISA notices?


What are the requirements for a Summary Plan Description (SPD)?

The summary plan description, or SPD, provides participants and beneficiaries with information on the coverage and operation of the plan, including key participation dates, how ... Learn more

What are the requirements for a Summary of Material Modifications and Summary of Material Reduction in Covered Services or Benefits?

If a group health plan or health insurance issuer makes a modification to their plan's coverage or plan terms, they will need to inform their plan participants via either a Summ... Learn more

What are the requirements for plan documents?

Plan Documents include any documents under which the plan is established or operated such as Summary Plan Descriptions and any Summaries of Material Modifications. These must be... Learn more

What is a Summary Annual Report?

To comply with their ERISA requirements, all plan administrators are required to provide, in writing, a summary annual report that includes the most important facts participants... Learn more

The Zenefits product hosts and distributes these documents, however, please reach out to your broker for assistance on using this function.

Still need our help? Our support team is waiting to help you. Contact us