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$99 Section
125 POP Plan Document Package Includes:
 Section
125 Premium Only Plan Document
- Section 125 Plan Documents are personally prepared
for each client in a one inch notebook. Document
should be accepted and signed by an Officer of
the Company and kept on file for review by employees,
accountants, IRS, etc.
Section
125 Premium Only Plan Summary Plan Description
(SPD) - Required for each employee.
Explains the Section 125 Plan Purpose, Who is
Eligible, How To Enroll, etc. in easy to read
language. Also includes all information required
by the Internal Revenue regarding the Section
125 Plan Year Start and End Dates, Agent for Legal
Service, Fed. ID#, and information regarding COBRA,
FMLA, and required DOL information.
Section
125 Premium Election Form - Personalized
for the Company it will include the Section 125
Salary Deduction Agreement, and Benefit Election
data of health plans included.
Section
125 Administrative Handbook -
Includes sections on: Section 125 Administration,
Non-Discrimination Testing, and Reporting and
Disclosure information. You will be provided with
instructions regarding Section 125 Plan setup,
maintenance procedures, etc.
Corporate Resolution
to Adopt a Section 125 Plan- Includes
minutes of the Corporate Board meeting to adopt
the Section 125 Plan as an employee benefit.
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