Distribute Section 125 SPD - Knowledge Base | BerniePortal

Distribute Section 125 Summary Plan Description - Benefits

If your employer pre-taxes employee deductions for benefits, then you likely have a Summary Plan Description, often called an “SPD.” 

  1. When toggled on, you will have the ability to upload SPDs to each benefits subgroup under the "Configure" tab.
  2. SPDs will be available to employees during Guided Enrollment.
  3. Employees must confirm that they have reviewed the document before they are permitted to continue enrollment.
  4. Employees can also access SPD documents from their account post-enrollment.

To toggle your employer's SPD on/off:
  1. Select the "Benefits" tab in the top navigation bar. 
  2. Select the "Settings" tab in the secondary navigation bar. 
  3. Select "General" from the left side menu.


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