Plan Document Preperation

AT A GLANCE

Whether you need a complete set of “Wrap” documents for your Section 125 plan, or are looking for Premium-Only Plan documentation, Flexible Benefit Administration, Inc. has a dedicated team that can provide support and answer your questions.  Our team uses internal and external resources to stay current on industry and regulatory updates, using the latest document management tools to prepare required documentation to keep your company within compliance guidelines.

Premium Only Plans, or POPs, offer:

  • Salary reduction that allows employees to pay for eligible group insurance premiums on a pre-tax basis
  • A simple payroll change that results in tax savings for both the employee and employer

Plan Documents provided by FBA will include:

Summary plan descriptions

Plan documents

Adoption agreement

“Wrap” language to incorporate all Section 125 benefit programs

Testimonials

Hear It For Yourself

“It's so much easier to use our Flex Spending since FBA started to work with us. We love the turnaround time for claims, the card is so easy to use and not having to validate every single card swipe has been AWESOME!”

L. McKenzie

“You guys have been amazing from the get-go. I truly do appreciate all that you are doing to make business like ours succeed!”

J. Bollen

“Thank you so much for all of your help, you and your team are amazing!”

J. Corrigan

“I want to thank you so much for all the help you have extended to myself and my husband. It was so nice to work with someone who cares about doing their job correctly and about offering the best service they can to their clients. I wish you the best in all that comes your way.”

T. Johnson

“I have so enjoyed working with you and completing this last step in the process. You represent the gold standard of customer service and it is profoundly appreciated.”

J. Hunter
Excellence in Administration

Request a Quote Now!