Create customized plan documents for IRC Sec. 125/ Cafeteria Plans
with DATAIR’s Cafeteria Plan Document System

Plan Types Supported:

• Cafeteria Flexible Benefits Plans  (§125)
• Medical Reimbursement Plans
• Dependent Care Reimbursement Plans (§129)
• Premium Conversion, Premium Only Plans ("POP")
• Trusteed Plan or no Trust
• Plan subject to or exempt from ERISA

Example Benefits Supported:

• Medical Insurance
• HMO/PPO
• Dental Care Option
• Disability Benefits
• Group Term Life Insurance
• Medical Flexible Spending Account (MFSA)
• Dependent Care Flexible Spending Account (DCAP)
• User Defined Benefits Available

Documents Generated:

• Plan and/or Trust Document
• Medical Reimbursement Document
• Dependent Care Reimbursement Document
• Summary Plan Description (SPD)
• Administrative Summary
• Plan Design Checklist
• Board Resolution to Adopt/Amend
• Limitation of Legal Liability
• Qualified Medical Child Support Order
• Enrollment Survey
• Request for Medical Reimbursement
• Request for Dependent Care Reimbursement
• Claim/Request Denial Notification Form
• Flexible Spending Account Balances
• Notification of Benefits Upon Death/Termination
• COBRA Continuation Notice

Funding Approaches Accommodated:

• Salary Reduction
• Spending Credits
• Combination

Versions Available:

• Unlimited site license
• Multi-site license

A Comprehensive Array of Other Plan Specifications Accommodate

• Administrative Provisions
• Multi-Tiered Spending Credits Formulae
• Eligibility Provisions
• Exclusions
• Entry date choices, including language provisions

Conveniences:

• Easily create, amend or restate plans
• Add your own language through "built-in" word processor
• Preview onto screens
• Print to wide array of supported printers
• Utilize bold, underline, italics, mixed fonts, etc. with HPLJ printers
• Create a word processor-compatible file, including Rich Text Format (RTF)
• Selective reprinting capability

Other System Advantages:

• Ability to transfer data from DATAIR’s FlexPlus System
• Ability to import from a file
• Ability to export to a file
• Menu-aided but not menu-bound user interface
• Automatically displays field explanations
• "F1" help key provides Online Documentation

System Support Included:

• Periodic system and user manual updates
• 24-hour web site and e-mail access
• 24-hour fax access
• After-hours answer machine access
• Extended telephone support hours, Mon-Fri
• Periodic Newsletter
• Ad hoc bulletins and "fax alerts"