Third Part Administration

FlexChecks can implement your plan and/or administer your plan.

Plan Implementation

• Plan design meeting
• Customized plan documents
• Corporate/Board Resolution
• Monthly activity reports
• Annual Summary Report
• Non-discrimination Testing
• Required amendments (as changes in the IRC occur)
• IRS Filing Form 5500

Plan Administration

• Custom enrollment forms, including worksheets
• Summary Plan Descriptions
• Employee meetings, as necessary
• 24-hour reimbursements
• Account balances included on check stub
• Direct deposit of reimbursement (for payroll clients)
• Monthly Check Register
• Automatic transfer of employee deduction to flex acct.
• Quarterly statements to participants