PLAN PARTICIPANT RESOURCES
VIDEO – Mobile APP
VIDEO – Online Claim Filing
OFFICIAL IRS REGULATIONS & PUBLICATIONS
♦ IRS Publication 969: IRS Publication detailing rules governing HSAs, FSAs and HRAs
♦ 26 CFR § 1.125-4: Federal Regulations governing mid-year election changes within Section 125 Flexible Benefit Plans
♦ IRS Publication 502: IRS Publication defining expenses eligible for reimbursement from FSAs, HSAs and HRAs
♦ IRS Publication 503: IRS Publication detailing rules governing Dependent Care FSAs
♦ IRS Notice 2006-69: IRS rules detailing third-party substantiation requirements for FSA Debit Cards
♦ Instructions for Forms 1094-B and 1095-B: Annual reporting of group health plan coverage for self-insured plans sponsored by employers that were not Applicable Large Employers for the reporting year
♦ Instructions for Forms 1094-C and 1095-C: Annual reporting of group health plan coverage for employers that were Applicable Large Employers for the reporting year.
♦ Form 720 Instructions: Annual report for employers that sponsor HRAs and self-insured group health plans to file and pay their required Patient Centered Outcomes Research Institute (PCORI) fee.
♦ Instructions for Form 5500: Annual reporting for group health plans with more than 100 participants.
BROKER & EMPLOYER RESOURCES
COBRA Resources♦ Taking the Bite Out of COBRA
FSA, HRA, & HSA Resources
Election Census Templates
♦ FSA Election Census
♦ HRA Election Census
♦ HSA Election Census
♦ FSA Election Forms
♦ HRA Election Form
♦ HSA Election Form
FSA Fact Sheets
♦ FSA Fact Sheets for FSA Plans that Allow the IRS Maximum Contribution
♦ FSA Fact Sheets for FSA Plans that DO NOT Allow the IRS Maximum Contribution
♦ 2020 Non-Discrimination Test Letter
Use the Open Enrollment Form Wizard to obtain custom guides and forms.
Use the Flexible Benefits Plan Amendment Request Form to request changes to your plan in response to IRS Notice 2020-29 and IRS Notice 2020-33.
Visit our blog HERE for upcoming events and recent notices.