Specifications include, but are not limited to: 1) Advising employer regarding the provisions that may be included in the plan, including but not limited to pre-tax premium deductions, medical expense reimbursement, dependent care reimbursement, adoption assistance reimbursement, individual premium reimbursement, parking reimbursement, transportation reimbursement and any other benefit options; 2) Providing information to employees illustrating the potential tax advantages of participation in a plan. 3) With the assistance from the employer, enrolling employees in the plan and preparing and distributing any required disclosures to participants. 4) Receiving and reviewing requests for reimbursement of eligible flexible spending account expenses and paying such expenses where authorized by the plan and by law. 5) Providing with each benefit payment a statement of the participant’s remaining account balance. 6) Before the end of each plan year, providing to each participant who has elected reimbursement for flexible spending account expenses, a statement setting forth each of his or her reimbursement account balances and advising of the potential forfeiture of any balances not used to reimburse the participant for expenses incurred prior to the end of the plan year. 7) Performing such benefits discrimination testing as shall be necessary to assure the plan's continuing compliance under Code Sections; 105 (h), 125 and 132 (f). 8) Providing such other services as shall be reasonably necessary to process benefit claims under the plan; in a timely manner. 9) Preparing an annual return (Form 5500 Series) for filing by the employer, if required by applicable law. 10) Access and use of a mobile application to give employees easy access to information and track their accounts.
