Cafeteria Plans

Personalized Service

We provide consultations, communication and design to develop the cafeteria plan best suited to meet the needs of your business.

Design Consultation

Determine cost versus benefit provided and suggestions for plan design

Implementation

Assist in the development of plan documents and preparation of data needed for communication to the employees

Administration

• Determination of eligibility
• Concentration and non discrimination testing
• Review participants reimbursement requests
• Determination of reimbursement check amounts
• Preparation of monthly reports, including financial summaries and participant reports
• Preparation of IRS forms 5500 and related schedules

Technical Support

Our qualified staff is dedicated to providing you with the highest level of knowledge and technical support.

Cafeteria Plans

• Flexible Spending Accounts (FSA’s)
• Medical Reimbursement Plans
• Dependent Care Reimbursement Plans
• Premium Conversion Plans