Cafeteria Plan Administration

Summary of Plan Services – Cafeteria Plan Administration

• Daily processing of claims
• Use of a Flex Debit Card
• Third-party claims substantiation
• Dedicated account manager
• Complementary enrollment meetings and materials
• Friendly call center with a toll-free number access
• Reimbursements through check or direct deposit
• Internet account management and access for clients and participants
• Claims sent directly to Rocky Mountain Reserve
• Plan design
• Document preparation and amendments
• Form 5500 preparation (if needed)
• Discrimination testing to maintain plan compliance

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