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The Nation’s Leading Source for IRS Required Plan Documents Before Employers Offer Tax-Free Employee Benefits for:
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Review Your Health Reimbursement Arrangement | Best plans for 2026
14 January, 2026
It’s important to review your Health Reimbursement Arrangement plan document for continued complia...
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Section 127 EAP Educational Assistance Program & Student Loan Relief plan document
9 December, 2025
A tax-free Section 127 EAP Educational Assistance Program is the type of financial wellness benefit ...
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One Big Beautiful Bill Act Increases DCAP FSA Limit in 2026
5 November, 2025
Starting in 2026, the maximum annual contribution limits to a DCAP FSA will rise significantly to $7...
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HRA Plan Document Options Available in 2026 For Just $199
4 November, 2025
The IRS requires employers who want to set up a Health Reimbursement Arrangement (HRA) to establish ...
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How To Set Up and Self-Administer a 2026 ICHRA for just $199
4 November, 2025
By Gene Ennis How To Set Up & Self-Administer a 2026 ICHRA Plan Document – If your ...
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Section 125 Premium Only Plan Document Design Consultants Standing By
4 November, 2025
A Section 125 Premium Only Plan (POP) document compliance and plan design expert with 27 year...
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ERISA Wrap SPD Compliance and Plan Design Expert Standing By
4 November, 2025
An ERISA Wrap SPD document compliance and plan design expert with 27 years of experience is standing...
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Tax-free Employee Benefits that Require Core Plan Documents in 2026
4 November, 2025
Employers can easily miss that the IRS requires all tax-saving benefit plans to have a plan document...
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How to set up a 2026 QSEHRA plan document for $199
3 November, 2025
The QSEHRA plan document can reimburse employees tax-free for (non-group) health insurance purchased...
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How is an employer eligible for a QSE-HRA? — Group size, GHP rule
3 November, 2025
While the QSE-HRA has been wildly popular with those who know about it, many small employers miss ou...
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Core Documents Produces a New Product Video: How To Set Up Dependent Care Assistance Plan FSA
1 November, 2025
Employee or employer contributions up to $5,000 year for dependent care expenses tax-free....
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Employer HSA contribution: Comparability or nondiscrimination rules?
18 August, 2025
Employer contributions to employees’ Health Savings Accounts (HSA) are permitted with a Sectio...
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