Forms & Guides

Gain access to various materials on Flex Plans through this single resource. From sales pieces to applications, use the following documents to assist with your benefits administration needs.

How to Guides

General Flex Plans Resources

Flexible Spending Accounts (FSAs)

Health Savings Accounts (HSAs)

Health Reimbursement Arrangements (HRAs)

Federal COBRA

Premium Only Plans (POPs)

Commuter Plans

Non-Discrimination Testing (NDT)

Wrap Document Services