DOCUMENT STOREStart with the employer’s actual benefits, eligibility and funding. We identify the appropriate package, collect the required plan-design information and deliver the completed materials electronically.
INSTANT DOCUMENTS & EMPLOYER SERVICES
Browse by product or start with your employer size.
Projected claims-cost outlook, emerging high-cost risk indicators and a group-level risk summary. 10-employee minimum · $25 minimum per report. Matching varies; 100% matching is not guaranteed.
Start a Basic report →No matching products. Try a broader product category or search.
Employer size helps organize starting points. Product eligibility, employer type, state rules, plan design and service scope are confirmed before purchase. Documents, administration and payments are separate services.
Prices include document intake, package preparation, electronic delivery and an implementation checklist. Ongoing administration, claims processing, payroll, testing and filings are not included unless separately selected.
Plan document, SPD, employee notice, class and allowance schedule, sign-offs, attestations, shopping instructions and reimbursement tracker.
Customized Section 125 documents supporting eligible employee premium deductions on a pre-tax basis.
Premium Only Plan package with provisions supporting eligible employee HSA salary-reduction contributions.
Wrap document and SPD designed to consolidate applicable welfare benefits under one ERISA plan.
Plan document, SPD and employee-notice package for an eligible small employer that does not offer a group health plan.
Employer HRA document package coordinated with an eligible group health plan design.
Document package for a qualifying one-employee or spouse-only medical reimbursement arrangement.
Excepted Benefit HRA documents for an eligible employer offering the required accompanying group coverage.
Healthcare FSA documents and core employee election materials. Claims and account administration are separate.
Dependent Care FSA / DCAP document package supporting eligible employee salary reductions.
Employer documents for a properly designed educational-assistance and eligible student-loan repayment program.
Qualified transportation-benefit documents covering eligible employee transit and parking expenses.
Review an existing package when plan design, employer facts or applicable requirements have changed.
No matching document was found. Ask us to build the correct package.
Combine related documents under one intake. We confirm the employer’s actual benefits and remove documents that do not apply.
These services are separately contracted so employers can compare the actual work and total cost.
Electronic filing and employee-form support.
Request service →Events, notices, participant communications and premium handling.
Request service →Leave support for covered employers and eligible requests.
Request service →Claims, reimbursements, participant support and reporting.
Request service →Preparation and filing coordination based on plan structure.
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