Flexible Spending Account Services

While paying taxes is a fact of life, it is every taxpayer’s right to minimize those taxes when legally possible.  By taking advantage of these opportunities, the employer and the employee save tax dollars.

Our Services include:

  • Section 125/Cafeteria/Flex Plan Administration
    Including deposit record keeping
  • Check Writing Service
  • Documents Provided
    • Updated Plan Documents
    • Updated Summary Plan Description Documents (SPDs)
  • Periodic Reports
    • Monthly, quarterly, and/or annually
  • Claim Payment
    • Weekly (or your choice)
    • Sent to employer or mailed to the employees home.
  • Tax Compliance Paper Work
    • Form 5500-draft
  • Employee Education
    • Communication meetings
    • On-going consulting services
  • No Set Up Fee or Termination Fee
  • Forms
    • Generic
    • Customized

HRA and SHP Administration

An service provided for administration of Health Reimbursement Accounts and Supplemental Health Plans.

Employee Benefit Consulting

A complete analysis of your healthcare needs, identifying what is best for both the employer and employee.


Hour Bank Recordkeeping Services

An administrative service provided to Unions and other groups who need to monitor and record the work history of employees\employers in order to determine eligibility for benefits.