A cost-effective solution to administer cafeteria plans
from plan design to claims and check writing

View FlexPlus/Win PowerPoint Slideshow (1 MB PowerPoint)
Click here for the free Microsoft PowerPoint Viewer if you do not have PowerPoint installed

DATAIR’s FlexPlus/Win System provides the flexible benefits administrator everything needed to efficiently propose, administer, and perform discrimination testing for Section 125 Cafeteria Plans. The system's capabilities include employer and employee proposals, enrollment, discrimination testing, claims entry, adjudication, and check writing for insurance premiums as well as medical and dependent care flexible spending
accounts (FSAs).

The choice of individual or global checkbooks allow plans to maintain separate bank accounts, or have multiple plans share a single checkbook. The MICR/LaserCheck and ACH/Direct Deposit options provide alternatives to using pre-printed checks, and the DATAIRVoice option provides economical interactive voice response capabilities.

PROPOSALS
• Demonstrates the advantages of a Sec. 125 plan to both the employer and the plan participants
• Illustrates potential payroll tax savings based on either a few representative employees or on complete census data
• Lists the employee’s Federal, state and FICA tax advantages of plan participation
• Paper reports or on-screen illustrations to aid in on-site enrollment

ENROLLMENT
• Is simple and efficient
• Determines eligibility for benefits
• Reports for verifying employee census data
• Surveys and enrollment forms customized for each employee
• Performs all required discrimination tests based on complete or summary enrollment information (so as to identify and correct problems even before the first contribution)

ADMINISTRATION
• Tracks both Sec. 125 (pre-tax) and non-125 (post tax) contributions
• Determines highly compensated/key status and performs all numerical non-discrimination tests
• Limits FSA payments to annual election
• Provides control of check writing and other processing through flexible scheduling
• Offers both global and client specific checkbooks
• Includes list billing and payment of multiple benefit providers’ premiums due
• Doesn’t limit the number of benefits, number of contribution schedules for each benefit, or the number of employees

REPORTS INCLUDED
• Transaction logs
• Plan and participant account status reports
• Disbursement registers and payment reports
• FSA reports
• Participant FSA and account memos
• Customized checks with detailed stub information

REPORTING FEATURES
• User controls report selection, timing, appearance, and which employees and/or time periods are to be included
• Reports and checks may be batch-printed
• Reports may be previewed on-screen

SYSTEM FEATURES
• Understandable menus, windows, pop-up pick lists, user manual, and support make it easy to learn
• Economical, for use with one or many plans
• Recommended hardware: Pentium 450+ processor with Windows 98/ME/NT/2000/XP in both stand alone and network environments

FLEXPLUS SYSTEM OPTIONS
• MICR—LASER CHECK CREATION & PRINTING
• DIRECT DEPOSIT — ACH (“paperless checks”)

• Medical reimbursement claim payments
• Dependent care claim payments

• DATAIRVoice automated voice response system

• Gives participants instant access to Flex Account information stores participant voice-mail requests for later retrieval
• Pre-recorded voice clips
• User-customized presentation
• Detailed utilization reports
• Automatic “refreshing” from FlexPlus system
• Demo: dial (630) 325-2678; use S.S.# 999-99-9999 and P.I.N.# 9999
• Works with DATAIR’s pension system too

• CAFETERIA PLAN DOCUMENTS AND SPDs