Plan Document

Guiding you through the process

Sometimes being faced with a lot of options doesn’t seem like a benefit. Especially when you’re not familiar enough with them to feel confident that you’re making smart choices.

A large health care facility was using a self-serve system to design their cafeteria plan document online. With a checklist of over 130 items, the employer quickly became overwhelmed and uncomfortable with the task of completing it.

So they contacted us. We carefully walked them through all of the items, explaining the impact of each selection on the operations of the plan.

The client was relieved to experience the support and guidance they needed to complete the plan document and provide their employees with a well-informed plan. We have continued to partner with them since.