How can I get good small business benefit plan documents for my small business

This is a legacy web site and some information may be out-of-date. For more recent information and postings,

QuickBooks Certified ProAdvisorFreshBooks certified accountant
Tony Novak  800-609-0683
a passionate advocate for small business success

advice quoted in The Wall Street Journal andMoney Magazine
Schedule a telephone consultation    NJCPA

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 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:

Are small businesses required to have written employee benefit plan documents?

What are the risks if I do not have an employee benefit plan documents?

How do employee benefit plan documents help me?

Is the insurance policy good enough to serve as an employee benefit plan?


Related topics:

Reporting and Disclosure Guide for Employee Benefit Plans

Status: available for reprint

This article is available for republication in its entirety without charge after obtaining the express written permission of the author.

Pleasee-mail a request to the author that includes the name of the requestor (individual and corporate) and the intended destination of publication.


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.   |  (800) 609-0683  |  Cell/Text: 856-723-0294  |


Leave a Reply

Your email address will not be published. Required fields are marked *