The President of Core Documents, Gene C. Ennis has held:
Core Documents retains the services of several ERISA Benefit Attorneys for up to the minute commentary on issues affecting plan document language and administration. Since 1997 our plan documents have been thoroughly reviewed by numerous CPAs and law firms who have found them to be clear, concise, compliant and cost effective.
Our clients include small employer groups, PEOs, national payroll companies, Certified Public Accountants, Third Party Administrators, Agents, Brokers, a network of hundreds of Flex Affiliate websites, and law firms..
Many PEOs, payroll companies, CPAs, accountants, and attorneys private label Core Documents’ plans to their clients through our Flex Affiliate program.
Our Market
We sell documents and annual document maintenance, as well as state-of-the-art web based administration services, and Do-It-Yourself Excel administration software. Our target market is the small employer, normally with less than 100 employees. We offer online ordering at our website and ordering via fax.
Mission Statement
Core Documents is committed to helping our Clients and their employees reduce income tax liability with compliant Plan Documents and Summary Plan Descriptions that allow them to deduct insurance premium, out-of-pocket medical expenses, dependent care expenses, and commuter and parking expenses before payroll taxes are calculated.