
A concise, written analysis of key provisions in the employer’s SPDs, Wrap Document, Cafeteria Plan, stop loss policy (if applicable), certificates of coverage, employee handbook, and enrollment materials. The Document Checkup is designed as a cost-effective solution for identifying potential coverage gaps and conflicts in eligibility, termination of coverage, leave of absence and other essential provisions. The review may be ordered as an a la carte “compliance checkup” or combined with the preparation of a Wrap Plan to allow for additional cross-checks and customizations.