ICHRA Plan Documents + Attestations
$999
Complete ICHRA document package, including plan documents, required employee notices and applicable employer and employee attestation forms.
Start this package →Documents plus account administration
Plan Documents & Benefits Accounts
Purchase employer-ready documents for ICHRA, QSEHRA and other HRA designs—or bundle the accounts employees use into one Consumer Choice Plan.
ICHRA / CHOICEQSEHRAGroup-plan HRAsHSA + FSAVendor selection
Documents and compliance support
Build the right employer package.
Start with the complete ICHRA package or select individual documents and administration based on employer needs.
QSEHRA Plan Documents
Custom
Plan document, employee notice and implementation support for an eligible small employer offering a Qualified Small Employer HRA.
Request QSEHRA documents →Other HRA Plan Documents
Custom
Integrated HRA, excepted-benefit HRA, retiree HRA, limited-purpose HRA and post-deductible HRA document support.
Choose an HRA design →Section 125 Premium Only Plan
$240
Plan documentation supporting eligible pre-tax employee premium deductions.
Purchase package →ERISA Plan Document + SPD
$499
Employer welfare plan documentation and Summary Plan Description support.
Purchase package →ACA Reporting Package
$640
Employer reporting support, including applicable IRS filing and employee forms.
Purchase package →COBRA Administration Package
$640
Continuation-coverage administration support for qualifying employers and events.
Purchase package →FMLA Administration Package
$1,680
Leave-administration support for covered employers managing eligible FMLA requests.
Purchase package →Fixed-price purchases are completed through our document fulfillment partner. Custom HRA packages begin with an employer review so the document matches the arrangement.
Bundle Benefits Accounts
Consumer Choice Plans
We select the right administrator and bring the employer’s tax-advantaged and lifestyle accounts together instead of adding another disconnected vendor for every benefit.
$20PEPMplus a size-based setup fee
2–10 employees$750 setup
11–20 employees$2,500 setup
21–49 employees$7,500 setup
50+ employeesCustom scope
HRA + HSA + FSA
ICHRA / CHOICE, QSEHRA, integrated HRA, excepted-benefit HRA, retiree HRA, limited-purpose or post-deductible HRA, HSA, healthcare FSA and limited-purpose FSA.
We shop the administrators
Compare account capabilities, fees, integrations, substantiation, payment methods, reporting, service model and employee experience before selecting the vendor.
Dependent-care choices
Dependent Care FSA, adoption assistance, backup care, emergency dependent-care and other employer-defined family-support accounts.
LSA + commuter benefits
Lifestyle Spending Accounts, wellness rewards, transit, parking, home-office, professional expenses, equipment and employer-defined reimbursement programs.
Modern workforce accounts
Tuition assistance, student-loan support, emergency savings, charitable giving and other employer-funded consumer-choice programs.
Design through renewal
Account design, document coordination, vendor selection, implementation, employee communication and ongoing employer support.
Account availability, tax treatment, eligibility, plan documents and administration depend on the selected design and employer facts. Final setup scope and pricing are confirmed before implementation.
Before you purchase
Choose documents based on the employer.
Start with the core documents
Many employers begin with the Section 125 package and ERISA plan document/SPD, then add services that apply to their workforce.
Employer rules vary
Public, church, controlled-group and other employer structures may require a different review. Ask before purchasing if the structure is complex.
Need help choosing?
We can help identify which packages fit the benefits arrangement before you enter checkout.
Schedule a meeting →