Plan Documents
Health & Welfare Plan Documents
Good compliance starts with good documentation.
StanleyKup Legal & Compliance helps employers prepare and maintain health and welfare plan documents that reflect the benefits being offered and the way those benefits are administered.
Available Plan Document Services
SPD & Plan Document Wrap
Preparation of a comprehensive wrap document designed to bring applicable health and welfare benefits together under a coordinated plan structure.
Section 125 Plan Document
Documentation for applicable pre-tax benefit arrangements.
Section 129 / DCAP Plan Document
Plan documentation for dependent care assistance programs.
Not sure which documents your plan needs? Talk with StanleyKup.
Section 105 / HRA / MERP Plan Document
Documentation for applicable employer-funded health reimbursement arrangements.
ICHRA SPD & Plan Document
Plan documentation for Individual Coverage Health Reimbursement Arrangements.
FSA Plan Document
Documentation for applicable flexible spending account arrangements.
Annual Notices & Disclosures
Preparation of applicable annual health and welfare notices and disclosures.
Combined Document Packages
Multiple documents can be coordinated into a package based on the employer’s benefit structure and needs.
The StanleyKup Advantage
StanleyKup Legal & Compliance brings legal insight, compliance expertise, and practical support together under one roof. We help employers, brokers, and service providers navigate complex requirements with clear guidance, responsive support, and solutions designed around how their organizations actually operate. Our approach is hands-on and accessible. No call centers. No unnecessary layers. Just experienced professionals who understand the regulations, the operational realities, and what it takes to keep compliance moving forward. Compliance doesn’t have to be complicated.
Let StanleyKup help you take control.
Book a Meeting
We offer comprehensive compliance solutions, as well as à la carte services to fit your needs. Not sure what you need? Book a complimentary consulting meeting with StanleyKup to help us learn about your business.