For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Products July 16, 2013
UBA Makes Plan Document Solution Available
United Benefit Advisors (UBA) has named PLAN DOC Builder a Certified Solution for its more than 2,000 benefit professionals across 140 Partner Firms.
Reported by Rebecca Moore
PLAN DOC Builder is a web-based solution that provides an easy and affordable way to generate Employee Retirement Income Security Act (ERISA)-required summary plan descriptions (SPDs) and wrap plan documents.
Key capabilities of PLAN DOC Builder include:
- Built-in guidance that allows quick completion;
- Plan amendment features that keep users current and compliant;
- Cloning that accelerates production of multiple plans;
- Robust knowledge base; and
- Ability to add unlimited users and clients.
Evaluation opportunities for PLAN DOC Builder include a free 15-day trial, personal demonstration, live webinar and compliance checklist.
United Benefit Advisors is an independent employee benefits advisory organization with more than 200 partner offices in 46 states, Canada and the United Kingdom. More information is at www.ubabenefits.com.
You Might Also Like:
Department of Labor Schedules ERISA Advisory Council Meeting
The October 22 online session will focus on lifetime income and the access to claims procedures.
Treasury, IRS Issue Part-Time Eligibility Guidelines for ERISA 403(b) Plans
The guidance clarifies exclusions that prevent certain part-time employees from contributing to a plan.
New Retirement Income Solutions Developing for QDIA Integration
An ERISA Advisory Council meeting introduced strategies to incorporate retirement income solutions into qualified default income alternatives.