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
Education & Enrollment
Educational Materials
- Tailored materials to fit the unique needs of each company
- Educational kits for simplified benefit use
- Educators available to facilitate onsite meetings
- 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
Simple Transactions
CrossTechTM
Direct Deposits
- Reimbursements are automatically deposited in the participants account
- Secure electronic reimbursement transfer is guaranteed
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