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General

FSA

Can employers make contributions to the Health FSA?

Can employers make contributions to the Limited Purpose FSA?

How are contributions made to the Health FSA account?

How are contributions made to the Limited Purpose FSA account?

How are the funds available to the participants during the plan year?

How are the funds available to the participants during the plan year?

What a Flexible Spending Account (FSA)?

What are the eligibility rules for qualified dependents?

What are the eligibility rules for the individual being adopted?

What expenses are covered by a Adoption Assistance Account?

What expenses are covered by a Dependent Care FSA?

What expenses are covered by a Health FSA?

What expenses are covered by a Limited Purpose FSA?

What happens to the funds left in the Adoption Assistance Account at the end of the plan year?

What happens to the funds left in the Dependent Care FSA at the end of the plan year?

What happens to the funds left in the Health FSA at the end of the plan year?

What happens to the funds left in the Limited Purpose FSA at the end of the plan year?

What is a Dependent Care FSA?

What is a Limited Purpose FSA?

What is a run-out period?

What is an Adoption Assistant Account?

What is the maximum amount that employees can contribute to the Adoption Assistance Account?

What is the maximum amount that employees can contribute to the Dependent Care FSA?

What is the maximum amount that employees can contribute to the Health FSA?

What is the maximum amount that employees can contribute to the Limited Purpose FSA?

What type of expenses are not covered by a Dependent Care FSA?

What type of expenses are not covered by a Health FSA?

What type of expenses are not covered by a Limited Purpose FSA?

What type of expenses are not covered by an Adoption Assistance Account?

FSA Non-Discrimination Tests

POP (Section 125)

POP Non-Discrimination Tests

105h Non-Discrimination Tests

Wrap

Are there rules on how the ERISA SPD should be distributed to employees?

Are there state specific Wrap Documents which mention different laws and regs in Massachusetts?

Does an EAP (Employee Assistance Program) need to be included in the ERISA Wrap Document?

Employers may offer benefits with different eligibility periods. Should we define each of those eligibility periods for each of the benefits within the Wrap Document?

How is the eligibility for variable hour employees determined?

How often does the ERISA SPD need to be distributed to employees?

How often does the Wrap SPD need to be distributed to employees?

How should the plan year be determined for a new Wrap plan?

Should I include Retirement Benefits in the WRAP document?

Standard Federal Timelines of Reimbursement Requests

What are some examples of plans that may be subject to ERISA?

What are the claims administration/appeals procedures time frames for?

What are the document requirements for employers if they are subject to ERISA?

What are the penalties for not having an ERISA Plan Document and SPD in place?

What does ERISA stand for?

What if an employer needs a Wrap plan and it's the middle of their benefit plan year?

What information should be included with each benefit that is listed in the Wrap document?

What is a "WRAP PLAN" ?

What is a "Wrap" document and what information does it include?

What is the difference between a "New" plan and a "Restated/Amended" plan?

What plan number should an employer assign to their Wrap plan?

What should the "Plan Name" be for an employers' Wrap plan?

What type and size of employers are subject to ERISA?

What type of employers are not subject to ERISA?

Who should be listed as the Agent for Service of Legal Process?

Who should be listed as the COBRA Administrator?

Who should be listed as the Named Fiduciary?

Who should be listed as the Plan Administrator of the Wrap Plan?

HRA

HRA SBC

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Technical

General Compliance