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What are Sample Documents?

Sample Documents are templates or model notices/disclosures that come directly from the government agency that oversees compliance for that particular task. These can be downloaded as Word documents and you can insert your own company and plan information as directed.

The Wrap Document Example in the Summary Plan Description (SPD) activity was created by ComplianceDashboard and is meant to be an example only. Wrap Documents should always be reviewed by legal counsel prior to distribution.