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Employee Benefit Plan Resource Tools for Small Businesses

Benefit Publications is dedicated to providing easy to read information about employee benefit plans for small business owners and benefit plan forms for use by their legal and tax advisors.  All publications can be downloaded immediately from this web site.

Forms:

Note: All forms are designed for immediate use in Word format. Experience with employee benefits law is not required to complete our forms, but we recommend that employers who self-prepare documents have their final documents reviewed by legal counsel. 

Section 125 Cafeteria Plan Forms

Price: $275

ERISA "Wrap" Plan Forms

Price: $325 

QDRO Insructions and Model QDRO Form for use with 401(k) Plans

Introductory Price: $75  (Regular Price: $125)

Information and Guides:

Cafeteria Plans: Frequently Asked Questions Price: Free!

How to Set Up a Retirement Plan: A Practical Guide for the Small Business Owner  PDF Format    Price: $24.95

 

We will be adding several new products in coming weeks:

  • HIPAA Privcay Rule Administration Manual and Forms
  • Stock Incentive Plan Forms
  • COBRA Compliance: A Practical Guide for the Small Business Owner
  • Stock Compensation: A Practical Guide for the Small Business Owner

 

 



 

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