QuickSPD
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QuickSPD is our award-winning version of our Summary Plan Description (SPD) service. With regulatory changes, Brokers need to have the most up-to-date, legally required documents for their clients. The burden of administering Summary Plan Descriptions (SPDs) for clients is costly and time-consuming – IF you're doing it the old fashioned way.
Brokers using QuickSPD have an upper hand in the market. With it, brokers can - at minimal cost and with little effort - provide clients with Department of Labor (DOL) compliant SPDs every year.
QuickSPD is an online service for brokers to create and store SPDs for their small to midsize clients. Now, brokers have access to a menu of compliant SPD templates with fill-in-the-blank variables for each client. Once the templates are completed for each client, they can be stored, exported, printed, retrieved and easily updated each year.
Brokerage firms have an automated, built-in compliance and easy storage and access for SPD creation and management. The online service:
- Enables immediate client compliance
- Provides a competitive differentiator
- Offers real-time visibility to all client SPDs through a dashboard
- Delivers alerts when templates have been updated with new ERISA language
- Costs $400 per client/year
For seamless and immediate distribution of ACA and ERISA compliant SPDs, brokers can leverage HighRoads distribution and tracking options:
- Print, mail and tracking
- Electronic, mail and tracking
- Personalized web portal and tracking
- Combination of above
Start putting money back into your pockets and use QuickSPD.