Customer Service Built on Personal Relationships

·  Employee education

·  Onsite enrollment Meetings

·  Training available for payroll and accounting staff

·  Direct phone and e-mail access to your administrator

·  Local community presence and walk-in assistance during business hours

Expertise

·  Plan Documents

·  Compliance testing

·  5500 filing

·  Specialized consulting

·  Seminars and “Lunch and Learn” opportunities

Participant Convenience 

·  Medical FSA debit cards

·  Direct deposit of claims payments

·  24/7 Online Account Access

-  Individual claims and payments status

-  Account history

-  Debit card activity

-  Tax savings calculator

Efficient Plan Administration

·  Forms and documents available online

·  Online report retrieval and storage

·  Claims processing available monthly, semi-monthly, or weekly

Variety of Plan Options

·  HRA (Health Reimbursement Arrangements)

·  Wellness

·  Premiums Only

·  Medical FSA

·  Dependent Care FSA