ERISA Wrap/SPD

free of charge. Insurance companies provide a booklet or certificate that explains the benefits. However, most booklets and certificates do not comply with the ERISA requirements applicable to SPDs. The…

About Us

…solution services. Visit www.naviabenefits.com for more information. Relax… we’ve got this. Alissa Culp, President Areas of Expertise Tax Free Account Administration Flexible Spending Accounts (FSA) Health Reimbursement Arrangements (HRA) Health…

Employers Learning Center

Thank so much for visiting us, glad you’re curious. Select a plan type below to review frequently asked questions and answers. Please contact us with additional questions, we’re here to…

Form 5500 Filing

…document? Click Here or call our compliance department today to talk through the requirement and how we can help you. How much? Download the application for more information. Download Application…

HSA

…even if they have an HSA. The FlexBank HSA Employers tend to change insurance companies. There is a distinct advantage to anchoring the savings component of an HSA type benefit…

POP

…easy to maintain! In order to have a valid 125 Plan, the IRS says you must have: a written Plan Document; and a Summary Plan Description (SPD); and The Benefit…

Participants

Thank so much for visiting us, glad you’re curious. Please contact us with additional questions, we’re here to help….

Participant Learning Center

There’s a lot of information out here, we’re available if you want to talk some more in person. Select a plan type below to review frequently asked questions and answers….

Contact Us

Have questions? Ask us, or call 888.677.8373 For all FSA, HRA, Transportation and COBRA plans, contact us here.. First Name * Last Name * Who Are You? * EmployerParticipantBrokerOther Employer…

Forms & Brochures

All forms are in PDF format. Click here to download Adobe PDF Reader. FSA General Claim Form Dependent Care Claim Form Direct Deposit Form HIPAA Authorization Form HRA General Claim…