Compliance Management


Accounts for forfeited balances.

Performs discrimination testing. Discrimination testing is a critical requirement all flexible benefit plans must pass. With WinFlexOne, all your plans can be easily tested for compliance.

Interfaces with EFAST to produce IRS Form 5500. A Signature-ready IRS Form 5500 is easily calculated and created using WinFlexOne. WinFlexOne makes use of the DOL's EFAST software and standards so you can feel secure that the forms you create with WinFlexOne will be acceptable when processed by the DOL.

Produces W-2 report for dependent care.