Establish a Plan

In order to establish a Plan, the employer must adopt a written Plan document. We can guide you through the decision making process to determine what will be allowed in the Plan(s).

Steps to establish a Plan:

  1. Determine terms and provisions
  2. Identify rules
  3. Select providers
  4. Sign and execute all Plan Documents

AFPlanServ® may help you meet the federal requirement of establishing a written Plan. The Plan document is based on model Internal Revenue Service (IRS) Plan language. The Plan document may be updated as needed to comply with future guidance issued by the IRS or legislation, as well as any changes in benefits under your Plan.

AFPlanServ® will also provide:

  • Provider agreements
  • Employee documents
  • Compliance updates 


Administered and Marketed by American Fidelity Assurance Company, dba AFPlanServ®