Employer Services
Section 401(k) Plans
Defined Benefit Plans
Defined Contribution Plans
Cafeteria Plans/Flexible Spending
Benefits Outsourcing
COBRA/HIPAA
Self Funding/Third Party
Contact Us
Secure File Sharing
Membership Enrollment & Changes
FSA Presentation
 



Our full Cafeteria Plan services allow an employer to design a Plan that is customized to meet the specific objectives of the employer. The employer offers a menu of benefit options and provides employees with a fixed amount to buy these benefit options. Benefit options can include medical, dental, vision, life, disability, vacation buying/selling, and FSAs. Employees can then buy the benefit options that best meets their individual needs.

Our services to Cafeteria Plans include

  • Determination of Benefit Credits
  • Enrollment Forms
  • Confirmation Statements
  • Enrollment Communication Kits
  • FSA Claims Processing
  • Monthly Management Enrollment, Premium, and Billing Reports
  • Annual Discrimination Testing
  • Re-enrollments
  • Signature-Ready Form 5500
  • Plan Document and Summary Plan Description
  • Customer Service
  • Web Enrollment




























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