Services

  • Consulting Services
  • Complete Plan Design
  • Plan Implementation, including Plan Documents
  • Enrollment Materials
  • On-site Enrollment Educational meetings
  • Participant Polices & Procedures provided
  • Participant contributions transferred by ACH or check
  • Participants' cliams received by mail, email, or fax
  • Debit Card Feature
  • Daily Claims Reimbursement by Direct Deposit or check mailed directly to participant
  • Online participant account activity accessible 24/7
  • Secured Employer Website
  • Toll-free number to call center
  • Simplified renewal process
  • Discrimination testing
  • IRS Form 5500 completion

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