SPD and SMM Distribution Checklist

Confirm review, approval, timing, recipient, delivery, and evidence steps associated with SPD and SMM distribution.

Resource details

Duty path

Compliance & Governance

Operations & Implementation

Audience

Employer HR

Employer-Side Broker

Compliance Vendor

Legal / Tax Reviewer

Lifecycle stage

Prepare

Launch

Operate

Renew

Plan type

Both

Review sensitivity

Qualified Review Required

This resource may involve facts that require review by qualified legal, tax, compliance, payroll, privacy, or other professionals.