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Cafeteria Plan Services
Our specialists create a win-win situation by providing your employees with valuable benefits while increasing their disposable income and reducing your practice payroll taxes.
EMPLOYEE INFORMATIONAL MEETING CONDUCTED - A good first step to explain the fundamentals of cafeteria plans and their tax-saving advantages to your staff.
COMPLETION OF EMPLOYEE SURVEY - Assists with determining your benefit strategy by measuring staff interest and likelihood of benefit participation.
BENEFIT ENROLLMENT CONDUCTED - All required forms and assistance are provided to ensure a smooth and informative enrollment period for you and your staff.
FACILITATION OF PLAN DESIGN - We work closely with you to ensure that the plan design responds to employee needs and focuses on your benefit objectives.
SEMI-ANNUAL TESTING PROVIDED - We remove the worry of making certain your Plan meets all IRS non-discriminatory requirements with semi-annual testing.
PLAN DOCUMENTATION PROVIDED - We take care of IRS compliance issues related to all plan documentation and provide organized copies for your future reference.
CLAIMS PROCESSING SUPPORT - We assist your office manager with plan administration setup and support as needed for claims processing.
UNLIMITED PHONE SUPPORT - You and your staff can enjoy this benefit with confidence knowing that our team is there to support and assist your practice with personalized service when needed.
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