Administration, Proposal, Testing Administration, Proposal, Testing System for Cafeteria Plans:System for Cafeteria Plans:Sec. 125, HRA, HSA and Sec. Sec. 125, HRA, HSA and Sec.

132(f)132(f)

FlexPlus options: plan documents, ACH direct deposit, MICR checks, and benefit debit cards with Internet access.

FlexPlus performs all required Cafeteria Plan compliancetests, and monitors regulatory and plan design limits.

FlexPlus produces proposal reports that illustrate thebenefits of the plan for the employer and for the employee.

FlexPlus lets you import data from other sources and shares information with other DATAIR Systems:

Pension ReporterDocument SystemClient & Task Manager.

FlexPlus simplifies Cafeteria Plan administration includingenrollment, contribution and claims processing, paymenthandling, and reporting for employers and participants.

To start, click on or select an existing plan.

<New Plan>

Enter part of a name or number to “zero in” on your selection.

Find existing plans by plan name, company name, EIN, TIN, or ID number.

Locating plans couldn’t be easier!

Select a prior plan year or click <New Year>.

FlexPlus lets you choose different ways to get where you want to go.

Click buttons on the FlexPlus List Bar to jump to different sections of the system including…

Plan Info

and Employees.

Click buttons on the Activities List Bar to access FlexPlus processes including…

Enrollment

and Claims Processing.

Or double-click on items in the Folder View.

Or navigate the commands on the Menu Bar (this one takes you to the Contributions screen).

Or click an icon on the Tool Bar (in this case, Batch Print).

Plan Information Screen: Complete the Sponsor tab with company information.

If company already exists in the database, just click Select Sponsor.

Complete the Plan Info tab. Be sure to select the Sub Type and indicate the beginning and ending Plan Year dates.

Tip: The 132(f) Transportation Reimbursement Plan may have the same Sponsor as the 125 plan, but must be set up as a separate plan.

The FlexPlus Info tab allows you to set certain default settings such as the check template and stub formats for checks and ACH advice reports.

Tip: The Electronic Communicationssettings here and on the View | Options | Generalscreen lets you email reports to employees.

Set up Calendars to automate tracking of insurance premiums and participant benefit deductions.

You can define multiple calendars (i.e., when groups of employees are on different payroll frequencies).

Enter the Start Date and choose the Frequency. Then click Recalc. The dates for the entire year will be highlighted. You can easily change selected dates by clicking on the calendar.

Now define each benefit: Use the Benefit Type box to choose a Premium benefit (e.g., health, dental, life, etc.) or a Reimbursement benefit such as MFSA or DCAP.

Next choose the specific Classification.You may also choose to funnel the premiums for “outside” insurance through the plan.

Tip: Only use the Available Starting dateif participants may not enroll in this benefit earlier.

Only use the Discontinued As Of date if participants may not enroll after that date.The System will then ignore Grace Period.

Set up the premium benefits Rates for any combination of Employee, Spouse and Dependent coverage.

For Reimbursement Accounts, FlexPlus lets you specify minimum payment amounts, and Run-out and Grace periods as permitted by the Plan…

…and the maximum permitted payment amounts.

Participant Eligibility may be defined for each benefit and for each group of employees.

Tip: You can specify an individual rate for a participant by entering their SSN, coveragelevel, and premium amount.

Employee Information:The only required fields are the first and last name; but the more information you enter, the better the system can do its job!

Tip: Just clicking on the icon when you are in the Employees folder will create a new Employee.Note: The system will prevent you from saving a new employee with the same SSN as an existing employee; it will allow an employee with the same name, but a different SSN.

Enrollment and mid-year changes are easy!Indicate the coverage level for elected benefits and FlexPlus calculates the payroll period premium.

Enter spending account pay-period elections and FlexPlus calculates the annual amount – and warnsyou when it exceeds the annual election.

Use the Check Designer to choose fields and to positionthem on preprinted checks. Define the font type, size and attributes for each field. You may also indicatewhere the check stub will appear.

Select the type of Benefit (e.g., MFSA or DCAP). Enter at least Date Incurred and dollar Amount. The more details you can provide, the better the system willcatch duplicates. Adjudication may be done now or later.

Quick Tip: Do not deny claims that you feel may be in excess of the annual

election – let FlexPlus keep track of that for you.

Note running totals at bottom of screen.

FlexPlus will immediatelyalert you to a possible duplicate claim.

Additional claims handling features:Manual processing of “outside” benefit debit card transactions.Master Claims let you adjudicate claims across multiple reimbursement accounts.

FlexPlus lets you choose to adjudicate claims as you enter them on the Claims screen, or approve or deny them later on this Claims Processing Screen.

Use the search criteria at the top of the screen to identify a group of claims to process.

Use the search criteria at the top of the screen to identify a group of claims to process.

Click the Approve button to adjudicate all the claim items in the selected claim…

or click Open to separately adjudicate each claim item.

Now you can choose to pay all approved claims and/or premiums for a date range.

Quick Tip: At year end, you will want to ignore your pre-set Minimum Check Payment Amount and pay out all approved claims.

FlexPlus generates pre-printed checks or, optionally, MICR Checks or ACH direct deposit payments.

FlexPlus prints detailed check stubs and ACH advice letters.

Our convenient checkbook register helps you reconcile cash received to payments made.

This module will allow you to select various reports to preview and print. This is where you create proposals, administrative and employee reports, compliance testing, print checks and generate the ACH file.

Administrative Reports

Employee Communications

Processing

Many print options are available to tailor the appearance, content and sorting of FlexPlus Reports.

See our collection of Sample Reports.

Employers appreciate the typically great increase in participation rates with FICA/FUTA tax savings.

TPAs appreciate the increased revenue stream and reducedadministrative costs.

Participants enjoy Internet access to account balance information.

Participants can directly tap into their FSA, DCAP, HRA,HSA, and 132(f) accounts for instant, paperless payment of eligible expenses. Automated data exchange betweenFlexPlus and the Evolution system protects againstclaims duplication.

DATAIR has formed an alliance with Evolution Benefits,the sponsor of the Benny™ Benefits Debit Card. This optional feature links FlexPlus to the Benny Card’s highlyautomated and secure claims substantiation system.

Complete these communications settings with information provided by Evolution Benefits toupload and download the debit card interface files.

Step 1. Communications Settings

Click for plans usingthe debit card

…and select the benefits in each plan year that will use Evolution Benefits debit cards.

Step 2. Debit Cards Folder

Step 3. Employee Folder

You must enter a valid address for the employee in order to enroll in Debit Card.

Step 3. Employee Folder

Now, enter the Member ID for the employee as received from Evolution Benefits.

Step 4. Enrollment Folder

Enroll the employee in his or her benefits.

The employee’s card status will be “Pending (in Queue)” until the file is sent to Evolution Benefits.

Step 5. Debit Card Folder

Tip: Employees may be enrolled in the Debit Card either on the Employee Folder (Step 2) or here by checking the box and entering a Member ID.

Step 5. Debit Card Folder

Step 6. Pay Claims Folder

From the Send & Receive tab under the Evolution Benefits tab, find the Issue New Card transaction.

Step 6. Pay Claims Folder

Click Connect to send the pending file to Evolution Benefits, who will issue the new card.

The Accounts tab displays the elections, activity, and balances in each “purse.” A purse is one benefit type, activated for debit card use for one employee.

Debit card processing

Information passed between Evolution Benefits and FlexPlus lets the TPA know that enough money is in apurse to process a manual claim and helps trap duplicateclaims.

For more information, contact DATAIR’s sales department:(630) 325-2600 orsales@datair.com