CME can offer you drafting and review services for a more efficient and effective benefits plan that will comply with legal regulations and laws.

Plan and Summary Plan Description Preparation:

• Prepare “wrap welfare benefit plan” to permit filing of all welfare plans under a single Form 5500
• Prepare “wrap summary plan description” to use in connection with insurance company and/or TPA documents
• Prepare Section 125 Plan and Medical/Dependent Care Spending Account Plans

Preparation of Required Client Information Including:

• Plan Documents
• Summary Plan Descriptions (with any Summaries of Material Modifications)
• Benefit Descriptions, Announcements, and Enrollment Materials
• Forms 5500 and Summary Annual Reports
• Compliance Testing (where needed)
• HIPAA Privacy Compliance Materials
• Identification of Entities (that together, with the client, are treated as a single employer)