Plan documents


Designing flex plans and creating plan documents used to be pretty simple . . .

. . .  an FSA account for health care expenses and another for dependent care. Your client would select a health care maximum, a run-out option for grace days and that was just about it.

But now, with the advent of new "pre-tax" plans like "Limited FSAs," commuter plans, and HSAs, you are faced with the need to provide plan documents and restatements that are comprehensive, compliant, and flexible.

To help streamline your back-room process for maintaining flex plan documents, WageWorks created a brand new plan document template. The new product enables you to unify all pre-tax flex plans into a single plan document. The document is comprehensive and can be customized by you.

Click here for the Flex Plan Doc Order Form.

Contact us to learn more.