Integrated Software Solutions

CBIZ can help you manage your flexible spending accounts, stay compliant, and keep your employees satisfied with personalized benefit options. Our easy-to-use employer portal securely stores employee data while giving employees 24/7 online access to their spending accounts. Our platform allows you to easily access reports and alerts while letting us handle the intricacies of nondiscrimination testing, plan document creation and annual updates, and claims adjudication.

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What We Offer

Pre-tax flexible spending account options include:

  • Medical Flexible Spending Accounts (FSA)
  • Limited FSA (LFSA)
  • Post-Deductible LFSA
  • Dependent Care FSA
  • Transit & Parking FSA
  • Health Savings Accounts (HSA)
  • Health Reimbursement Arrangement (HRA)
Effortless Employee Management

Secure Employer Portal

Our HIPAA-compliant online portal allows employers to:

  • Easily access reports and receive automatically generated alerts, notifications, and statements.
  • Benefit from EBIA Health Care Expense Table offering a comprehensive listing of qualified expenses.
  • Let the professionals handle the intricate details of nondiscrimination testing, plan document creation and annual updates, and claims adjudication.
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Convenient

Employee Access

Employees can securely manage their accounts online and using a mobile app while easily accessing funds using their benefits debit card.

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Compliance

Compliance

Non-Discrimination Testing

  • Conducted annually for FSA and HRA
  • Additional testing is possible if the employee group changes (e.g., shifts in highly compensated vs. non-highly compensated staff)
  • Includes tests like the 25% Concentration Test, 55% Average Benefit Test, and 5% Owner Test
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Connect With Us

Interested in learning more about how CBIZ can help your organization? Connect with a specialist to get started.

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