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

AFPlanServ® will also provide:

  • Provider agreements
  • Employee documents
  • Compliance updates 

 



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

ESB-4129-1218