About Us

Plan Document Solutions provides superior customer service while specializing in Plan Documents.  At Plan Document Solutions, we make every effort to ensure that our documents are fully compliant and up-to-date with all relative laws and regulations.

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 our documents on. 

Plan Document Solutions provides standard templates with multiple options from which you can choose the best language to suit you needs. These options are the most common that TPA’s are using today. Modification of our documents is quite simple, and each Microsoft Word document can be customized to suit your individual clients.

If you are ready to upgrade your plan document service provider, contact us today!