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Wrap Legal Documents for Section 125/HSA/HRA Kit

Resource Material: ID# 1006665
Wrap Legal Documents for Section 125/HSA/HRA Kit
About This Course:
Need documents for Section 125, Health Reimbursement Accounts (HRAs), or Health Savings Accounts (HSAs) for your or your clients' organization?

Our "Wrap Legal Documents Kit" can help! Fully customizable, our kit is used by hundreds of law firms, Third Party Administrators, and Insurance Carriers, as well as over 50,000 brokers and employers because it saves time and money, and can be used for clients again and again!

Our Wrap Legal Documents Kit gives you everything you need to get started, and complies with the Affordable Care Act requirements, including:

  • Sample HSA and HRA Legal Documents
  • Sample HSA and HRA Summary Plan Descriptions
  • Filing Instructions
  • Board of Directors Resolution
  • Adoption Agreement by other entities
  • Sample Claims Forms
  • Sample Enrollment Forms
  • Sample Communication Materials
  • Sample Proposal to use with clients
  • Sample PowerPoint Presentations Slide Shows
  • CD and diskette of the Documents
  • IRS regulations and rulings
  • Published Articles on HSAs and HRAs
  • Trust Agreement, Trust Document, 501c9 Trust Document
  • List of Qualified Non-Bank Trustees and Custodians
  • Requirements to become a Trustee and Custodian
  • Sample Marketing Letter
  • Comparison Spreadsheets between HSA, HRA, and FSA
  • 40 Documents, Files, and Articles
You receive all of the above on CD, and can easily customize the documents for use within your own organization or, if you are an insurance, agent, broker, or TPA, you can either resell it to your clients or use it as a value-add.
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Wrap Legal Documents for Section 125/HSA/HRA Kit
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