Cafeteria Plan/Flexible Spending Accounts (FSAs)

Our full-service FSA program makes it easy and convenient for employers to offer the following tax-advantage benefit programs:

  • General Purpose Health FSA
  • Limited Purpose Health FSA
  • Dependent Care FSA

We provide FSA services to employers ranging in size from 2 to over 2,000 employees. The following provides an overview of our FSA program:

  • Master plan document/SPD/employee enrollment materials/check stock provided
  • Review/audit/process/assist with plan set-up and enrollment processes:
    1. Paper enrollment
    2. Online enrollment
  • Dedicated service team
  • Daily processing of reimbursement requests; checks or direct deposits processed day following receipt of reimbursement request
  • Integrated “Benny” card available for general or limited purpose FSAs purchases
  • Direct deposit
  • Email notifications for participants
  • Online Account Management Tools
    1. 24/7 access to FSA accounts
    2. Online claim filing available to participants
    3. Employee communications and educational tools
    4. Employer financial reports
    5. Interactive learning videos
    6. Health Care Expense Table
    7. FSA Store – online retail buying portal
  • COBRA Continuation (if providing COBRA services)
  • Non-discrimination testing (if requested by Employer)

IRS News Releases concerning FSAs