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Do-It Yourself Premium Only Plan

Thank you for purchasing the self-administered Premium Only Plan templates from SBAM and Kushner & Company.

We will provide you with all the necessary document templates to administer the program yourself.   You will also have access to the Kushner & Company Project Team who will handle any questions you have along the way.  Just reach out to them at via email or by calling (269) 342-1700.

Start out reviewing the guide to learn more about premium only plans and the documents involved to keep you compliant.

Self-POP Employer Guide

Once you’ve read the guide, you can download each of the templates below.

Self-POP Summary Plan Description

Self-POP Plan Document

Self-POP Adoption Agreement

Self-POP Employee Enrollment Form

Questions?