Compliance Documents

documents

Employer Strategies and Solutions to Substantially Reduce:

  • the high cost of Health Insurance;
  • the cost for Out-of-Pocket Medical Expenses;
  • the cost for Dependent Day Care Expenses;
  • the cost for Parking and Transit Expenses;
  • cost of Self-Employed Healthcare Expenses;
  • Employer Matching Payroll Taxes by 8%;
  • Employee Income Taxes by 30%.

The IRS Code has numerous provisions designed to help employers provide essential benefits to their employees tax-free. This saves the employee approximately 30% in income taxes on expenses they’re already paying for, and because the employees have reduced their taxable income, the employer realizes a reduced matching payroll tax liability of approximately 8%. Everybody saves money.

To take advantage of these tax deductions the IRS requires that the employer have a written plan document and the Department of Labor and ERISA law require that every employee receive a summary plan description (SPD) explaining the new benefit in easy to understand language.

This site is dedicated to providing employers with the tools they need to successfully establish these written plans with SPDs at the lowest cost possible. Please don’t hesitate to call us if you have questions, we will be happy to assist you.

$99 Section 125 Premium Only Plan Documents

  • What is a Section 125 Premium Only Plan
  • Set up a Section 125 Premium Only Plan for $99
  • $99 Section 125 Plan Document Packages Includes
  • Example of Section 125 Premium Only Plan Savings
  • Section 125 Tax Savings Calculator
  • Copy of Internal Revenue Code Section 125
  • Online Section 125 Order Form

$149 Section 125 FSA and Cafeteria Plan Documents

  • What is a Section 125 Health FSA
  • What is a Section 129 Dependent Care FSA
  • What is a Section 125 Cafeteria Plan
  • Set Up Your Own Section 125 FSA for $99
  • $149 Section 125 FSA Document Packages Include
  • Example of Section 125 FSA Cafeteria Plan Savings
  • Online Section 125 Order Form

$179 Section 125 Premium Only Plan with HSA Module

  • What is a Section 125 Plan with HSA Module
  • Section 125 & HSA Resource Material
  • $179 Section 125 with HSA Module Package Includes
  • Online Section 125 HSA Order Form

$149 Section 105 HRA for the Self-Employed

  • What is a Section 105 HRA for the Self-Employed
  • Setup your own Self-Employed 105 HRA
  • $149 Section 105 HRA Package Includes
  • Online Section 105 HRA for Self-Employed Order Form

$299 Health Reimbursement Arrangement – HRA Plans

  • What is a Health Reimbursement Arrangement – HRA
  • HRA Benefit Design Options
  • HRA Important Facts
  • Benefits of Establishing a HRA
  • $299 HRA Plan Document Package Includes
  • Online Section 105 HRA Order Form

$99 Section 132 Transit and Parking Plans

  • What is a Section 132 Transit & Parking Plan
  • Qualified Transportation & Parking Expenses
  • Benefits of Establishing a Section 132 Plan
  • Internal Revenue Section 132 Tax Code
  • $99 Section 132 Plan Document Package Includes
  • Online Section 132 Order Form