Flexible Benefit Plan Consulting Agreement (PDF)

Premium-Only-Plan Implementation Questionnaire (PDF)

For mail-in ordering, complete and return the attached Consulting Agreement along with a completed Implementation Questionnaire (click on the links to the left) and payment for the first year's services. Once the contract, information and check are received we will contact by phone to verify all information, review your Plan Design (to ensure it is compliant with current regulations) and answer any questions you may have.

You may also expand your Premium-Only-Plan in the future to include pre-tax Child/Dependent Care and Out-of-Pocket Health Care Expenses. Call our consultants to review these options.