Medical, pre-tax benefits, reimbursement accounts and more. Find employer-specific documents for the benefits you offer, with clear one-time pricing and electronic delivery.
Looking for ongoing compliance? Explore our $5 PEPM bundle + setup →One-time packages. Employer-specific preparation and electronic delivery.
Customized Section 125 documents supporting eligible employee premium deductions on a pre-tax basis.
Premium Only Plan package with provisions supporting eligible employee HSA salary-reduction contributions.
Wrap document and SPD designed to consolidate applicable welfare benefits under one ERISA plan.
Employer HRA document package coordinated with an eligible group health plan design.
Document package for a qualifying one-employee or spouse-only medical reimbursement arrangement.
Excepted Benefit HRA documents for an eligible employer offering the required accompanying group coverage.
Healthcare FSA documents and core employee election materials. Claims and account administration are separate.
Dependent Care FSA / DCAP document package supporting eligible employee salary reductions.
Employer documents for a properly designed educational-assistance and eligible student-loan repayment program.
Qualified transportation-benefit documents covering eligible employee transit and parking expenses.
Review an existing package when plan design, employer facts or applicable requirements have changed.
No matching document. Let us help you choose.
Choose your document package and pay the listed price through our secure checkout. Include your company and package name in the payment note. Our team confirms your order, collects your plan details, and prepares and delivers your employer-specific documents. Ongoing administration and filing services are available separately.
Document preparation is a one-time project. Choose a launch service if you also want ongoing administration.
Plan document, SPD, employee notice, class and allowance schedule, attestations and employer implementation tools.
At our secure checkout, enter $999, your company name and “ICHRA Documents.” We confirm payment and collect your plan details.
Plan documents, employee notices and implementation materials for an eligible small employer. Eligibility and allowance design are confirmed during intake.
At our secure checkout, enter $399, your company name and “QSEHRA Documents.” We confirm payment and collect your plan details.
COBRA · ERISA Wrap + SPD · PCORI · ACA reporting
Review what applies, what your group provides and what our service coordinates.
These services are scoped and quoted separately.
We’ll confirm the applicable documents and service scope before you buy.