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What are the document requirements for employers if they are subject to ERISA?

- Must have a written Plan Document in place (must provide upon request to employee). - Must distribute Summary Plan Description (SPD) to participants. NOTE: We include ERISA required notices in the Plan Document or SPD, IE; Cobra General Notice, HIPPA, CHIPRA, Womens Health & Cancer Rights Act, Newborns' Act, MCSO & QMCSO. - Summary of Benefits and Coverage (SBC) for each applicable Group Health Plan Benefit . - Annual Filing of Form 5500 and schedules, as required by ERISA Compliance rules by the Employer, (which includes a Summary Annual Report for distribution to participants within 9 months after the end of the plan year).

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