DOCUMENT PLAN INSTALLATION

Services include:

- Plan Document
- Summary Plan Description
- Recitals / Written Consents
- Required Notices
- Employee Enrollment Materials
- Administrative Forms
- Employee Education and Enrollment Meeting(s)

BASIC ANNUAL ADMINISTRATION

Services Include:

-Monthly Claims Processing

-Performance of General Classification Test

-Annual Participant Account Statements

-Individual Participation Statements (Quarterly)

-Valuation of Accounts

-Employee Presentation, If Requested

-Discrimination Analysis / Testing (FSA’s only)

-Plan Amendments

-Projection, Consulting, and Compliance Evaluation