MyBenefitsDocs™

MyBenefitsDocs™

Designed for employer benefits, insurance, and payroll providers, MyBenefitsDocs™ is a platform that generates and helps you administer HR-compliant documents and non-discrimination tests.

What is MyBenefitsDocs™?

MyBenefitsDocs™ is an online benefit document and non-discrimination test creator and manager. It makes it simple to create customized ERISA-compliant documents within minutes.

Features

  • “Wizard” approach for inputting data to create custom & compliant documents
  • Employer, agent, and administrator access roles for easy management, tracking and reporting
  • eSignature functionality
  • Automatic regulatory updates to existing documents
  • Simple document amendments
  • Online document storage with date and timestamp
  • Privately labeled website
  • Importing of current data to save data entry time

Products

Documents

  • POP: Premium Only Plan
  • FSA: Flexible Spending Account
  • HRA: Health Reimbursement Arrangement
    • SBC
    • Retiree-Only
    • QSE
  • WRAP: ERISA wrap can cover all benefits offered
  • Transportation & Parking

Non-Discrimination Tests

  • POP: Premium Only Plan
  • FSA: Flexible Spending Account
  • Section 105h: Self Insured

Compliance Guarantee

All wizard questions, tool tips, documents & non-discrimination tests are reviewed for compliance by ERISA attorneys.


Automate Your Client Documents

Stop using templates to create human resources documents and automate them using MyBenefitsDocs! For more information, contact Chris Cooley at ccooley@myhrconcierge.com, (855) 538-6947, or schedule a free consultation below.