Quick Summary Plan Descriptions (SPDs)

dc_qspdsQuickSPDs, powered by Highroads, allows your trusted employee benefits advisor to provide employers with DOL compliant SPDs every year.

QuickSPDs is equipped to manage the time-consuming process of creating, updating and managing Summary Plan Descriptions.

Today, clients work with our team specifically in these areas:

Discovery
  • SPD inventory
  • Current state analysis
  • Compliance assessment and gap analysis
  • SPD compliance roadma
 Content
  • Existing content review and update
  • New content development
  • SPD template creation for content automation
Compliance Review
  • Initial ERISA audit
  • Automated workflow for client review and approval process
 Maintenance
  • Update SPDs with changes (i.e.. plans, pricing, supplier)
  • Content updates
  • Compliance review

The end result is compliant employers with time and budget to focus on employee communications and more strategic projects.

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