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Put Our Section 125

Expertise To Work

For You.

Section 125 Plans

American Fidelity has established a quality reputation with school districts nationwide as a true partner with the education industry and its unique needs. Whether you are enhancing your current Section 125 Plan or implementing a new one, we can help by providing:

Sample Plan Document
Sample plan document that describes the benefits offered under the plan and how the plan will be administered.

Administration Guide
Comprehensive guide including plan definitions, qualifying events and other important information to help you maintain your Section 125 Plan.

Non-Discrimination Testing
Worksheets for the 25% key employee concentration discrimination test and the 55% test for Dependent Day Care accounts (as requested).

Annual Employee Enrollment
Your account manager will help manage annual enrollment for you, including providing updated employee election forms.

Plan Installation and Maintenance
Initial plan installation and assistance in maintaining the plan’s compliance with Section 125 rules and regulations.

Online Technology
Including secured website/account access, payroll uploads, digital election forms on backup CDs, electronic billing and more.

Recordkeeping Services
Recordkeeping for the flexible spending accounts including claims adjudication and generation of reimbursement checks.

Monthly FSA Reporting
Monthly FSA billing report, as well as account analysis reports showing account balances.

Semi-Annual Newsletter
Keeps you current on compliance updates and other information affecting your plan.

ESB-775-1210

Next Steps

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Account Manager

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Call us at: 1.800.654.8489

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