About Us

We make employer-sponsored tax-free accounts a benefit, not an irritant. We’re able to do this by making ourselves as accessible as possible to talk about how the plans should work legally and how they bring the most satisfaction to employers and their participants alike. Relax, we’ve got this.

We Administer

  • Flexible Spending Accounts (FSA)
  • Health Reimbursement Arrangements (HRA)
  • Health Savings Accounts (HSA)
  • Transportation Accounts

 

Document Preparation

  • Premium Only Plan (POP)
  • ERISA Wrap Document/SPD
  • Qualified Small Employer HRA

Compliance Services

  • Form 5500 Filing
  • Non-Discrimination Testing
  • COBRA Administration

 

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