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These documents serve very different purposes. The SBC provides consumers with information so they can compare benefits and select a health insurance plan that meets their needs. In contrast, the SPD is an easy to understand document that tells participants what benefits the plan provides and how the plan operates.

A Summary Plan Description (SPD) is a document that employers must give free to employees who participate in Employee Retirement Income Security Act-covered retirement plans or health benefit plans. The SPD is a detailed guide to the benefits the program provides and how the plan works.

The plan document should contain:Name of the plan administrator. Designation of any named fiduciaries other than the plan administrator under the claims procedure for deciding benefit appeals. A description of the benefits provided. The standard of review for benefit decisions.

The basic plan document contains all the non-elective provisions and can't include any options or blanks for the employer to complete. The adoption agreement contains the options (and blanks) for the employer to complete and is also where the employer signs the plan.

A summary plan description contains important information regarding the provided retirement or health benefits plans, including:Summary and detailed description of benefits.Minimum standards for participation.Features.Funding.Vesting.Benefit contributions and accrual.Claims procedures.More items...

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Summary Plan Description. ERISA also requires employee benefit plans to have an SPD.For 403(b) Plan Sponsors Subject to Nondiscrimination Testing. TASK. (Summary Plan Description, etc.). Summary of an ERISA 403(b) plan's annual requirements.

Summary Plan Description Checklist For Plans

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Is a summary of benefits and coverage the same as a summary plan description?

What is a summary description plan?

What should be in a plan document?

What is a basic plan document?

How do I write a summary plan description?

Interesting Questions

What is a Summary Plan Description (SPD)?

Why is it important to have a Summary Plan Description?

What should be included in a Summary Plan Description?

Are all benefit plans required to have a Summary Plan Description?

Do Summary Plan Descriptions vary by state in Multi-State plans?

Can a Summary Plan Description be provided electronically?

How often should a Summary Plan Description be updated?

What happens if an employer fails to provide a Summary Plan Description?

Can employees request a copy of the Summary Plan Description?

Is the Summary Plan Description the only document employees should refer to regarding their benefits?