Gain access to various materials on our Consumer-Drivan Accounts and Compliance Services through this single resource. From sales pieces to applications, use the following documents to assist with your benefits administration needs.

General Flex Plans Resources

• Consumer Driven Accounts and Compliance Services Overview
• HSA, HRA and FSA Bundling Chart
• HSA vs. HRA vs. FSA Comparison Chart
• myflexaccount.com Overview for Participants
• My Flex Account Mobile App for Participants
• Flex Card Overview for Participants
• Flex Plans Employer Application

Flexible Spending Accounts (FSAs)

• FSA Overview
• FSA Savings Example for Employers
• CrossTech Claims Technology Overview
• CrossTech with Easy Enrollment Overview

Health Savings Accounts (HSAs)

• HSA Overview for Employers
• HSA Overview for Individuals/Employees
• A Beginner's Guide to HSAs for Employers Overview
• A Beginner's Guide to HSAs for Participants Overview

Health Reimbursement Arrangements (HRAs)

• HRA Overview
• Retiree HRA Overview - For Employers
• CrossTech Claims Technology Overview 
• CrossTech with Easy Enrollment Overview

Commuter Plans

• Commuter Plans Overview

Federal COBRA

• COBRA Overview

Premium Only Plans (POPs)

• POP Overview

Non-Discrimination Testing (NDT)

• NDT Overview

Wrap Document Services

• Wrap Document Services Overview
• Wrap Document 101: ERISA Law Requirement

Compliancedashboard

• Compliancedashboard Overview