Products / Plan Merger Document Tool

Merging plans? See every difference before the trustees vote.

Plan Merger Document Tool compares the plan documents of every plan in a merger, provision by provision. It shows each difference that has to be resolved, with the page it comes from.

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Funds in mergersPlan sponsorsERISA counsel

Plan Merger Document ToolFund A and Fund B · 62 provisions

Complete · 3 differences

Starting0:00

ProvisionFund AFund B

Eligibility

Dependent childrenTo age 26. SPD_A.pdf, p.12ModifiedTo age 26, plus disabled adult children. SPD_B.pdf, p.17

Waiting periodFirst of the month after 90 days.First of the month after 90 days.

Benefits

Hearing aids$1,500 every 36 months.RemovedNot covered.

Vision examNot covered.AddedOne exam every 12 months.

Showing 4 of 62 provisionsExport to Word

SPD_B.pdf, p.17 A Dependent Child includes a child of any age who is incapable of self-sustaining employment because of a mental or physical disability.

Illustrative example. Fictional plans and language.

Who it’s for

Multiemployer funds in a merger
Plan sponsors
ERISA counsel
Benefits consultants

When two or more plans have to become one, and someone has to know exactly what changes for whom.

The problem

The same benefit, written a different way in every plan.

01Each plan describes the same benefit in different words, in different places.
02Side-by-side comparison by hand takes weeks of attorney and staff time.
03A difference missed in the merger becomes a promise the merged plan never meant to make.

What it does

The whole document set, compared by meaning.

Compares the whole set

SPDs, plan documents and amendments for every plan in the merger.

Matches provisions by meaning

Eligibility, benefits, limits and exclusions line up even when the wording differs.

Marks every difference

Each provision is marked modified, added or removed, plan by plan.

Cites every line

Each difference links to the page and language in each plan.

What you get

Outcomes your team and your board can see.

Weeks back

The comparison runs in minutes, so counsel spends its time on decisions.

Nothing missed

Every provision in every plan is compared, not a sample.

A clear decision record

Trustees see exactly what they are choosing between.

How it works

Three steps. One checkpoint.

Step 1

Upload

Upload each plan’s documents.

Step 2

SyncroDoc reads and cites

Provisions are matched across plans, and every difference is cited.

Step 3

Your team decides

Counsel and trustees decide how the merged plan reads.

How the platform works →