sec. 125 plan/cafeteria plan administration system

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Sec. 125 Plan/Cafeteria Plan Sec. 125 Plan/Cafeteria Plan Administration System Administration System

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Page 1: Sec. 125 Plan/Cafeteria Plan Administration System

Sec. 125 Plan/Cafeteria Plan Sec. 125 Plan/Cafeteria Plan

Administration System Administration System

Page 2: Sec. 125 Plan/Cafeteria Plan Administration System

for Administration of for Administration of Sec. 125 plans: Sec. 125 plans:

Enrollment, Enrollment, Discrimination testing,Discrimination testing,Claims administration, Claims administration,

Check-writing, andCheck-writing, andCommunicationsCommunications

Page 3: Sec. 125 Plan/Cafeteria Plan Administration System

Transfer data fromTransfer data fromDATAIR’s old FlexPlus SystemDATAIR’s old FlexPlus System

Share data withShare data withDATAIR’s other Windows Systems:DATAIR’s other Windows Systems:

Pension ReporterPension ReporterRetireDocsRetireDocs

Client & Task ManagerClient & Task Manager

Page 4: Sec. 125 Plan/Cafeteria Plan Administration System

Easy setup: Easy setup: 1. Sponsor information,1. Sponsor information,

Page 5: Sec. 125 Plan/Cafeteria Plan Administration System

2. Plan information2. Plan information

Page 6: Sec. 125 Plan/Cafeteria Plan Administration System

Set up Benefit Calendars to automateSet up Benefit Calendars to automatepayments of insurance premiums and payments of insurance premiums and participant reimbursements.participant reimbursements.

Set up Payroll Calendars to automate Set up Payroll Calendars to automate participant contributions.participant contributions.

Page 7: Sec. 125 Plan/Cafeteria Plan Administration System

Now define insured benefits:Now define insured benefits:1. Provider information1. Provider information

Page 8: Sec. 125 Plan/Cafeteria Plan Administration System

2. Participant eligibility 2. Participant eligibility defined for each defined for each benefitbenefit

Page 9: Sec. 125 Plan/Cafeteria Plan Administration System

3.3. Employee, SpouseEmployee, Spouseand family rates.and family rates.

Page 10: Sec. 125 Plan/Cafeteria Plan Administration System

Employee information:Employee information:easy to enter,easy to enter,easy to retrieveeasy to retrieve

Page 11: Sec. 125 Plan/Cafeteria Plan Administration System

Optimize enrollment withOptimize enrollment with

Illustration of Proposed BenefitsIllustration of Proposed BenefitsShow tax Show tax $$avingaving$$ and

and

increased take-home pay

increased take-home pay

Page 12: Sec. 125 Plan/Cafeteria Plan Administration System

Enrollment and mid-year Enrollment and mid-year changes are easy!changes are easy!Indicate the coverage level Indicate the coverage level for elected benefits and for elected benefits and FlexPlus calculates theFlexPlus calculates thepayroll period premium.payroll period premium.

Enrollment and mid-year Enrollment and mid-year changes are easy!changes are easy!Indicate the coverage level Indicate the coverage level for elected benefits and for elected benefits and FlexPlus calculates theFlexPlus calculates thepayroll period premium.payroll period premium.

Enter flex spending account Enter flex spending account pay-period elections and pay-period elections and FlexPlus calculates theFlexPlus calculates theannual amount – and warnsannual amount – and warnsyou when it exceeds the you when it exceeds the annual election.annual election.

Page 13: Sec. 125 Plan/Cafeteria Plan Administration System

Enter spending account Enter spending account claims with as much detailclaims with as much detailas you need to catch as you need to catch duplicates. Adjudicationduplicates. Adjudicationmay be done later or at themay be done later or at thesame time.same time.

Page 14: Sec. 125 Plan/Cafeteria Plan Administration System

FlexPlus will FlexPlus will immediatelyimmediatelyalert you to a alert you to a possible possible duplicate claim.duplicate claim.

Page 15: Sec. 125 Plan/Cafeteria Plan Administration System

Design your own Design your own checks...contentchecks...contentand layout...and layout...

or, use our or, use our convenientconvenientMICR & ACHMICR & ACHoptions.options.

Page 16: Sec. 125 Plan/Cafeteria Plan Administration System

FlexPlus printsFlexPlus printsdetailed check detailed check stubs and ACHstubs and ACHadvice lettersadvice letters

Page 17: Sec. 125 Plan/Cafeteria Plan Administration System

Our convenientOur convenientcheckbook registercheckbook registerhelps you reconcilehelps you reconcilecash received to cash received to payments made.payments made.

Page 18: Sec. 125 Plan/Cafeteria Plan Administration System

For more information, contact DATAIR’s sales department:(630) 325-2600 [email protected]