Services

Design Expertise
Strategic Planning

  • Work with employers and brokers to establish plans
  • Develop custom benefit strategies
  • Integrate various tax-advantaged approaches for long-term success

Plan Compliance

  • Review funding strategies and benefit designs
  • Assess whether IRS-compliant
  • Facilitate non-discrimination testing

Education & Enrollment
Educational Materials

  • Tailored materials to fit the unique needs of each company
  • Educational kits for simplified benefit use
  • Ongoing communication pieces for increased benefit knowledge

Decision Support Tools

  • Easy-to-use resources are available online 24/7
  • Assist employees with benefit decisions and planning

Enrollment Meetings

  • Enrollers available to facilitate onsite meetings
  • Increase benefit awareness and plan participation

Simple Transactions
CrossTechTM

Direct Deposits

  • Reimbursements are automatically deposited in the participants account
  • Secure electronic reimbursement transfer is guaranteed

mySourceCardTM MasterCard® debit card

First Class Service
Customer Service Team

  • Dedicated and certified customer service professionals
  • Assist plan administrators and participants with questions and inquiries
  • Real-time access to plan administrator and participant data

Direct Access

  • T. 866-472-0882
  • F. 847-440-9100
  • E. (Plan Administrators/Brokers) Click Here
  • E. (Participants) Click Here

Web Access
myFlexinfo.com