Plan Operation

Managing your Plan involves a clear understanding of requirements, processes, and administration of the Plan. AFPlanServ®  stands ready to guide and assist you with your Plan administration.

Once you have established your Plan, you are required to maintain operational compliance with your Plan document. Your Plan must stay up-to-date with regulatory and legislative changes to the applicable Internal Revenue Code Sections. We will provide updates for your Plan document as needed to comply with future guidance issued by the Internal Revenue Service (IRS) or legislation. Our staff will also work with you on any changes in benefits to your Plan.



Administered and Marketed by American Fidelity Assurance Company, dba AFPlanServ®

ESB-4126-0816