Document Services

  • Wrap Document - A WRAP Document essentially eliminates the need and cost of preparing multiple 5500 forms by bundling health and welfare plans into a single plan. Learn more
  • Form 5500 - Required for benefit plans with 100 or more participants on the first day of the plan year. Learn more
  • Premium Only Plan Documents - A premium only plan document allows employees to use pre-tax dollars to pay for certain employee benefits. Learn more
  • Other Document Only Services Available

Debit Card Payment Processing

  • FSA Consulting - A Flexible Spending Account is a tax-advantaged plan that allows employees to set aside a portion of their pay for eligible expenses. Learn more
  • HRA Consulting- Health Reimbursement Arrangement (HRA) is an employer funded plan that reimburses employees for out-of-pocket medical expenses. Learn more
  • HSA Consulting - Health Savings Accounts are tax advantaged accounts that can be used to pay for qualified medical expenses. Learn more
  • Dependent Care Account - A DCA is a flexible spending account that allows you to set aside pre-tax dollars for dependent care expenses. Learn more
  • Transit & Parking - Also known as a commuter account, is an employer-sponsored benefit program that allows an employee to set aside pre-tax funds in separate accounts to pay for qualified mass transit and parking expenses associated with the commute to work. Learn more

COBRA and State Continuation

Other Partner Services

EAP- An Employee Assistance Program (EAP) is one of the most valuable benefits a company can offer. By providing, free, confidential counseling to employees and family members, the EAP helps resolve personal problems that can affect health, emotional well-being and ultimately job performance.Learn more