Cafeteria Plan Compliance Agreement
When a new Cafeteria Plan compliance agreement needs a signature, administrators will see a notification banner on their dashboard.
Section 125 Document process
- Once insurance enrollment is complete, the administrator will see A new IRS-related agreement (cafeteria plan) needs your attention link under the Benefits Administration card on the dashboard.
- The administrator will determine the Plan Administrator, review the Section 125 document, and sign.
- Once an administrator identifies the Plan Administrator, they will be able to review the body of the Section 125 document and sign it officially.
- Once administrators successfully complete the signature, they can view the completed Section 125 document.
- Administrators are able to:
- View the document through a PDF viewer.
- Download the document.
- Reference this document anytime through their Benefits Administration card by clicking Compliance.
- Administrators are able to: