Flexible solutions for your business needs.
We've worked with a diverse client base. How can we help you?
BenefitData serves as an extension of your human resources department Your plans are assigned to an account manager responsible for answering your questions and for supervising day-to-day operations. Plan participants may call our support center to talk with a real person with answers to their questions.
We understand the complexity of rules, regulations, and compliance testing associated with retirement and health care plans. As these regulations change and evolve from year to year, we keep you informed of proposed modifications revelant to your business.
Retirement Plan Services
For nearly three decades, we have designed and administered retirement plans to fit the unique financial goals of each of our clients. We administer both traditional balanace-forward and daily-processed retirement plans. With over 15,000 investment funds available, we can accommodate the most selective fund advisors. In addition, we now offer an investment service to ensure participants reach their retirement goals.
- Plan administration and recordkeeping.
- Non-discrimination and other IRS compliance tests.
- Annual IRS form preparation and filings.
- Plan reporting and participant statements.
- Participant enrollment and education materials.
Flexible Spending Accounts
Our organization was one of the first in the nation to offer a debit card solution for flexible spending account plans. In addition, we now offer daily claim processing with direct deposit reimbursements to your checking or saving account. Integrating an FSA, HRA, or similar health care plan to your company's benefit package helps your employees and puts cash back into your operating budget.
- Multi-purse debit card for eligible expenses.
- Online claim submission for out-of-pocket expenses.
- Same-day processing of submitted claims.
- Direct deposit reimbursement to bank accounts.
- Non-discrimination and other IRS compliance tests.
