Quick Summary Plan Descriptions (SPDs)

 

QuickSPDs, powered by Highroads, allows your trusted employee benefits advisor to provide employers with DOL compliant SPDs every year.

QuickSPDs is equipped to manage the time-consuming process of creating, updating and managing Summary Plan Descriptions.

 

Today, clients work with our team 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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