Cafeteria/HRA Plans
Documents
Almost every employee benefit plan needs a legal document which describes the eligibility requirements, benefit of the plan and other conditions surrounding the benefit.
Our firm provides documents that have been prepared by the legal community and where a government review process is required the documents have been reviewed by government officials.
Our office has document checklist to facilitate this process. In addition, our staff is ready to visit with a client either via a personal visit, electronic conferencing or phone conference to assist in plan design and provisions.
Retirement Takeover Document Checklist
Documents are typically generated within two weeks of receipt of a completed document checklist.
We have documents that will allow flexibility for our employers. Our retirement document designs range from employee contributions only (deferral) to complex allocations involving employer contributions. Our cafeteria document designs range from Full Cafeteria, Premium Only, HRA and Transportation.
Our office is always happy to provide a retirement employer allocation free of charge to further ensure that the document meets the goal of the employer.
Refer to our fee schedules for the price for these services.
Amendments
Our office maintains documents via regulatory mandatory amendments and our office amends documents (discretionary) when a change is needed in plan design. Amendments generally must be executed prior to the effective date of the amendment. Request for a plan amendment is typically done in writing and our office generally prepares them within two weeks of receipt. Refer to our Retirement Fee Schedule or Cafeteria Fee schedule for the price for this service.