Everyone benefits when employers adopt a Flexible Spending Account (FSA) plan documents package from Core Documents.
Employers and employees nationwide are saving thousands in federal and state payroll taxes by adopting the Core FSA Flexible Spending Account (FSA) Cafeteria Plan Documents to reimburse health and dependent care expenses before taxes are calculated. Employers save matching FICA (7.65%). Employees save by eliminating all taxes on out-of-pocket medical expenses and dependent care expenses.
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The Flexible Spending Account (FSA) Plan Document Package Includes:
Section 125 Cafeteria FSA Plan Document Package – Section 125 Cafeteria FSA Cafeteria Documents are personally prepared for each client in PDF format emailed for $129, or $179 in the deluxe printed version in a 3-ring binder via email and Priority Mail. The Section 125 Premium Only Plan can be combined with either the Health FSA or the Dependent Care FSA Plans.
The Section 125 Cafeteria FSA Plan 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 Cafeteria FSA Employee Election Forms and Claim Forms – Personalized specifically for your Company forms will include the Salary Reduction Agreement, Benefit Claim Forms, and Election Change Forms.
Section 125 Cafeteria Plan Administrative Handbook – Includes sections on Section 125 Cafeteria Flex Plan Administration, Non-Discrimination Testing, and Reporting and Disclosure information. You will be provided with instructions regarding Section 125 Cafeteria FSA plan setup, maintenance procedures, etc.
Section 125 Cafeteria FSA Plan Corporate Resolution – Includes minutes of the Corporate Board meeting to adopt the Section 125 Cafeteria FSA Plan as an employee benefit.
OPTION 1: Dependent Care Assistance FSA Plan Document – Includes necessary documents to establish a Section 129 Dependent Care Flexible Spending Account. Also includes all administrative forms customized for each client including: Employee Election Form to participate in the Dependent Care Flexible Spending Account, Change Forms, and Claim Forms. Includes Summary Plan Description and Question and Answer Section for distribution to each employee.
OPTION 2: Health FSA Plan Document – Includes the necessary Cafeteria FSA plan documents to establish a Health Flexible Spending Arrangement. Also includes all administrative forms customized for each client including: Employee Election Form to participate in the Medical Expense Reimbursement Flexible Spending Account, Change Forms, and Claim Forms. Includes Summary Plan Description and Question and Answer Section for distribution to each employee.
Core Documents provides employers with everything they need to establish an IRS- and DOL-compliant Section 125 with the HSA Savings, Health FSA, or Dependent Care Assistance FSA plan in PDF format for just $129. This cost reflects a one-time setup fee, not an annual charge. For an additional $50, employers can choose the Deluxe Binder option that includes the PDF email version plus a printed plan document in a 3-ring binder.
*Most complete document orders placed by 3 PM will be emailed out the same day Monday through Friday. Orders placed on weekends are emailed out Monday morning. Keep in mind that December, January, and February are our busiest months of the year and documents are processed in the order they are received. The Rush Order fee ($25) simply brings your document to the top of the stack to be processed immediately.
Refund Policy: Purchaser understands that goods and services provided by Core Documents, Inc. are non-refundable. Orders cancelled prior to shipping are subject to cancellation fees applied to the cost of goods and services provided during the review, draft, and preparation of your order.