Offering Simple Solutions to ALL of Your Plan Document Needs
about plan document solutions
Plan Document Solutions, Inc. is a company that provides superior customer service while specializing in Plan Documents. At Plan Document Solutions, Inc. we guarantee that our documents are fully compliant, and up-to-date with all relative laws and regulations. We stand behind our documents and we provide our clients with the best quality product and stellar service.
We have three separate pricing structures available for plan document work – our documents can be licensed, purchased, or prepared for you.
Protection of the plan sponsor, elimination of stop loss claim issues, and defense of the plan provisions were just a few of the things that we based the development of these documents on. At Plan Document Solutions, Inc., the client comes first, and we want to ensure your protection.
Plan Document Solutions, Inc. provides standard documents with options from which you can choose the best language to suit your needs. These options are the most common that TPA’s are using today. Modifications are quite simple, and each Microsoft Word document can be customized to fit your clients' needs.
Christina L. Jurik is a principal in Plan Document Solutions, Inc. She obtained her Bachelor of Arts degree in Business Administration from Washington and Jefferson College in 2001. She then advanced her educational career by obtaining her Master’s in Business Administration with concentrations in Management and Marketing from Point Park University in 2003.
While working full-time and attending school in the evenings, Ms. Jurik went on to obtain her Juris Doctorate from Duquesne University School of Law in 2007. Ms. Jurik’s legal career will be focused in the area of ERISA Compliance.
Prior to the establishment of Plan Document Solutions, Inc., Ms. Jurik worked for a law firm that focused solely in ERISA-related matters. Ms. Jurik has many years of experience working with brokers, self-insured employers, and third party administrators. She has extensive experience related to the self-insurance industry. Ms. Jurik was involved in developing language for health and welfare plan documents, drafting amendments to health and welfare plans, and researching ERISA compliance issues. Ms. Jurik is very knowledgeable in the self-insurance world.
At Plan Document Solutions, Inc., Ms. Jurik will be involved in the day-to-day operations, as well as heading up the compliance department. Ms. Jurik will be involved in the research needed in order to keep abreast of the ever-changing laws to ensure that all plans at Plan Document Solutions, Inc. are fully compliant. When laws change, Ms. Jurik will prepare document updates and amendments for all clients so that each client has the most compliant document available.
Melissa S. O’Brien is a principal in Plan Document Solutions, Inc. Ms. O’Brien has extensive experience with ERISA-related matters as well as expertise relative to employee benefits and health and welfare plans, making her a perfect fit for the organization.
Prior to the establishment of Plan Document Solutions, Inc., Ms. O’Brien spent more than eight years focusing on employee benefits while working in the Human Resources department for one of Pittsburgh’s largest law firms. Afterwards, she spent nearly a decade working for an ERISA law firm in Washington, Pennsylvania, where she held the title of Director of Operations. Ms. O’Brien was responsible for the preparation of plan documents and summary plan descriptions, drafting amendments to the plans, and handling compliance-related issues. Ms. O’Brien has accumulated much knowledge and experience relative to health and welfare plans, making her invaluable to the industry.
Ms. O’Brien holds degrees in Business Management and Accounting, and is planning to obtain her certificate to be a Certified Public Accountant, at which time Plan Document Solutions, Inc. plans to expand their services to provide their clients with SAS 70 Audits.
At Plan Document Solutions, Inc., Ms. O’Brien is responsible for fronting the plan document preparation department. Ms. O’Brien works one-on-one with all clients to assist them with all document needs. Ms. O’Brien is the go-to person for all of your preparation questions.