Over 20 years
in business

• GUARANTEED administrative service of the highest quality attainable. As a current client you already know and trust ERISA and the quality of our work;

• GUARANTEED NO price increases for a minimum of three (3) years;

• GUARANTEED FREE annual employee education meetings;

• Several pricing options for the different levels of service offered;

• Customized plans designed to be effective, efficient, and economical;

• Comprehensive monthly reports for employers and participants detailing amounts claimed and the balance available to each participant;

• Versatility and multiple levels of service - checks can be printed and sent to the employer for signature and distribution or they can be mailed directly to the participants' homes.  Employers can further minimize their cost by electing to prepare reimbursement checks in-house;

• Completion of all compliance requirements, including testing and all IRS filings

          - Plan Design
          - Plan Consultation
          - Preparation of Plan Document and Summary Plan Descriptions (SPD)

- Employee enrollment meetings
- Employer administrative package: List of IRS approved expenses
- Participant Welcome Package:

1. Welcome Letter
2. Easy to understand summary of the plans rules and regulations

- Annual Participant Guide:

1. Enrollment Forms
2. Employee "out of pocket" cost estimation worksheet for medical and dependent care expenses
3. Claim Reimbursement Forms
4. Change In Family Status Forms

- Receive and adjudicate employee claims
- Monthly or semi-monthly claim processing dates
- Employer Statements: Monthly reports reflecting year-to-date status on plan accounts
- Check issuing capabilities (for employers who desire the service)
- Participant Reports: Monthly report issued to participants reflecting year-to-date status of their account

1. Monthly to participants who submitted a claim
2. Quarterly to all participants

- Periodic nondiscrimination and compliance testing
- Year-end reminder letter: Notifying the employer of the final cut-off date for claims

          - 90-day grace period to process claims after Plan Year ends
          - Required year-end nondiscrimination and compliance testing

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Located at 216 Fayette Street, P.O. Box 68, Manlius, NY  13104.