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ERISA compliance made easy.
Plan Doc Builder® lets you create documents in minutes, easily update plan docs and become a trusted resource to your client.
Our easy to use, step-by-step wizard guides you through the process of creating a document, saving you time and effort. Compliance updates are distributed to all users, notifying them that their plan documents need to be changed. Our knowledge base addresses over 200 questions specific to plan documents and compliance rules.
Position yourself as a trusted advisor for your clients
Imagine going into a Prospect meeting and saying, “Here’s what we can do for you” in providing all their plan documents and ensuring compliance, and then asking what their current broker is doing. It’s a totally different conversation than, “Can I market your plan?” Become the focal point for your clients for resources and education.
Offer a fee for service
Some brokers will actually turn this into an opportunity for a fee for service, as this is such a vital, need-to-have service that clients are willing to pay for. With Plan Doc Builder, you can consider a fee for service strategy. Brokers are charging on average much less for the plans they are producing with Plan Doc Builder compared with attorney services for the same.
“It’s been really amazing not only for onboarding new customers but onboarding prospecting, utilizing it for sales. It’s really an amazing product.”
— Jennifer Reginelli, Insight Risk Management
Everything you need to grow your agency.
Plan Doc Builder pairs perfectly with the following other products: Broker Briefcase® Benefits Edition and MyWave Connect®.Speak with a Specialist
Plan Doc Builder solves the complex problems you're facing.
- Support ERISA compliance
- Help clients survive DOL audits
- Generate compliant documents
ERISA requires nearly all of your employer groups to have a plan document and an SPD. Plan Doc Builder allows you to offer this compliance service to your customers spending much less time and using fewer resources.Schedule a Demo
In recent years, the DOL has increased their efforts to enforce compliance regulations and conduct audits of plans subject to ERISA. In fact, an invalid or missing SPD is the most common DOL audit violationSchedule a Demo
Documents created via Plan Doc Builder consistently pass DOL plan audits without issue. Help your clients avoid fines and violations with the tool proven to pass DOL audits. Plan Doc Builder allows you to provide a service that will help your clients protect their bottom line.
Here are just some of the features that set Plan Doc Builder apart.
Easy-to-use, step-by-step wizard guides you through the process, saving you time and effort.
Alerts and notifications
Compliance updates and alerts are distributed to all users, notifying them when their plan documents need to be changed.
Plan Doc Builder comes equipped with the Knowledge Base which addresses over 200 different questions specific to plan documents and compliance rules.
Plan documents, SPDs, SMMs, and SBCs created are ERISA-compliant and consistently pass DOL plan audits.
Direct employer access
Broker users are allowed to grant employers users access to their plan documents by logging directly into Plan Doc Builder.