Section-125 Compliance and Testing
Plan Document - Section 125 (POP Plan Builder)
Plan Document - Section 125 (POP Plan Builder)
Plan Document - Section 125 (POP Plan Builder)
A Section 125 POP plan, also known as a "Cafeteria Plan", is part of the U. S. Code where the Treasury (IRS) lays out the rules for employers wanting to allow employees the option of pre-tax salary deductions to pay group health and related insurance premiums.
Click the picture to start building your POP plan.
Wrap Document Builder
Plan Document - Section 125 (POP Plan Builder)
Plan Document - Section 125 (POP Plan Builder)
A wrap document is a document that sets out information about an employer's health and welfare plan, and which incorporates (or “wraps around”) other documents that provide more detailed information about the benefits offered (such as insurance policies, evidence of coverage, etc.).
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Salary Redirection Agreement (SRA)
Information Sheets for Insurance Coverage
Information Sheets for Insurance Coverage
Salary Redirection Agreements are important documents to maintain a healthy compliant "Cafeteria Plan" within a Section-125. These documents are filled out by employees to allow the company to Pre-Tax employee benefit contributions.
Click the picture to start filling out your Salary Redirection Agreement.
Information Sheets for Insurance Coverage
Information Sheets for Insurance Coverage
Information Sheets for Insurance Coverage
Information sheets are used by agents to received the information required to input employee information into the systems we use to enroll employees in benefits. If you were missed during open enrollment please fill this form to be contacted.
Click the picture to fill out your Information Sheet to be contacted for enrollment.
Non-Discrimination Testing
Non-discrimination testing requires that employees of a certain status (highly compensated employees and key employees) stay within a specific contribution rate, as determined by the contribution rate of non-highly compensated employees.
Click the picture for a demo non-discrimination test.