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Plan Establishment
Plan Design
Plan Consultation
Preparation of Plan Document and Summary Plan Descriptions
(SPD)
Plan Implementation
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
both medical expenses and dependent care expenses
3. Claim Reimbursement Forms
4. Change In Family Status Forms
Operations
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
Year-End Accounting
90-day grace period to process claims after Plan Year ends
Required year-end nondiscrimination and compliance testing
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