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The Flexible Spending Account Administration Solution



Free Summary Plan Description Template

When we say that our mission is: to make medical and dependent care expenses tax deductible for every American worker in any American company, we mean it! We don't want any company or potential plan administrator to hesitate setting up a flexible spending plan because they don't have, or can't afford, the necessary legal expertise.

 

We understand that you may be concerned about setting up a flexible spending plan that will meet all Department of Labor and IRS filing requirements, including the end-of year form 5500. We are here to help!

 

For starters, we offer a free Summary Plan Description (SPD) template!

Simply provide your name and e-mail address, below. You will then be shown an SPD template that can be edited with your word processor and easily customized with your company name, etc..

 

  • Name
  • E-Mail
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Consultation with our experienced tax attorneys

If you would prefer to have an experienced tax attorney prepare your Plan Documents and/or file your end-of-year form 5500, we want to help! We have made special pricing arrangements for 1/2 hour of legal consultation regarding flexible spending plans. Please call Steven R. Skabelund , J.D., CPA, at our affiliated law offices:

 

Phone: 801-222-9700

Email: Law Offices