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How can I get sample employee benefit plan documents for my small business?
by Tony Novak, CPA, MBA, MT
My company Freedom Benefits has a library of model benefit plan documents for small businesses that are available free of charge to and company that has an employee usingMembers Insurance Exchange or other affiliated service atFreedom Benefits.net. Other businesses or advisers can have the sample documents free of charge when they hire me with a minimal retainer for advisory services.
The most popular small business employee benefit plan is the 2014 small business integrated employee benefit plan. This plan provides the most flexibility in employer-provided and voluntary benefits. The documents associated with this plan are the Plan Document, Summary Plan Description and corporate resolution. Other plans are available on request. The model documents come with the required disclosure that all legal documents should be prepared or reviewed by an attorney.
Other likely questions that are covered in separate articles:
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Opinions expressed are the solely those of the author and do not represent the position of any other person, company or entity mentioned in the article. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. Tony Novak operates as an independent adviser under the trademarks “Freedom Benefits“, “OnlineAdviser” and “OnlineNavigator” but is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier. He has no financial position in any stocks mentioned. Novak does work as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to other companies including the companies listed in the articles on this web site.