FSA
Tax-Free Talk, Enrollment Season Podcast featuring Captain Contributor
Tax-Free Talk is a three-part enrollment season podcast series featuring Captain Contributor, and hosted by Kathy Claimant. In this series, Captain Contributor addresses concerns about benefits enrollment for administrators, employers, and employees. Featuring the Captain’s unique wit and in-depth knowledge, and packed with action and suspense, this enrollment season podcast is like no other. Enrollment … More >>
Should I Sign Up for an FSA?
During benefits enrollment season you may be offered health, dental, and vision insurance. Some companies offer other benefit options like commuter benefit accounts and consumer directed healthcare (CDH) accounts. Depending on your company’s benefit plan, you may be wondering – should I sign up for an FSA? What is an FSA? An FSA, or Flexible … More >>
Award-winning Employee Education and Engagement Program
Award-winning Employee Education and Engagement ProgramEmployer-sponsored healthcare accounts can be hard to understand. That’s why DataPath Administrative Services has adopted a year-round employee education and engagement program for our groups. The Adventures of Captain Contributor, a national-award winning program, is both informative and entertaining. In a series of comic books and videos, Captain Contributor and … More >>
Forms and Materials Library for Employers
Forms and Materials Library for EmployersWelcome to the Forms and Materials Library. You will find a wealth of information about tax-advantaged benefit accounts, compliance questions and answers, commonly used forms, benefit card and system information, and more. FSA HSA HRA COBRA
Summit User Access Request/Removal
Control HR Access Online To add or remove an authorized user for Employer/HR access to your group account on Summit, complete and submit this form to your DataPath Account Manager. This form can only be submitted by the group’s primary contact person.
Authorization for Release of Information Form
Authorize Discussions with Others HIPAA regulations prevent DataPath from sharing any details about your account, claim, reimbursement, debit card, etc. with anyone besides yourself unless we have a signed Authorization for Release of Information on file that names the specific person. Submit this form if you want to authorize other people, such as your spouse, … More >>
Bank Draft for Administrative Fees
Complete this form to authorize DataPath Administrative Services to draft payment each month for your fees invoice. You will receive a copy of the invoice prior to the bank draft date.
Compliance Services
COBRA, HIPAA, ACA Reporting and More Describes the different compliance services available from DataPath Administrative Services, including COBRA administration, HIPAA, ERISA, and ACA Reporting. Details which of these services are mandatory for employers under current laws and regulations based on number of employees.
Understanding Plan Documents
Handy Reference! Don’t know an SMM from a SPD? This handy reference sheet gives detailed but easy-to-understand explanations of the four types of documents required for all ERISA health and welfare benefit plans: Plan Document; Summary Plan Document (SPD); Adoption Agreement; and Summary of Material Modification (SMM).
Simple Cafeteria Plans
Eligibility Requirements and Steps to Consider Effective for tax years after December 31, 2010, small employers have been allowed to adopt SIMPLE Cafeteria Plans, which are deemed to meet nondiscrimination requirements as long as the plan sponsor meets certain eligibility, participation, and minimum contribution requirements. This “safe harbor” also covers the non-discrimination requirements applicable to … More >>
FSA Carryover for Employers
No More “Use It or Lose It” When you offer an FSA with the Carryover option, employees are no longer at risk of “use it or lose it” on their FSA accounts. Adopting the Carryover option can lead to greater employee satisfaction and a higher percentage of employees participating in the plan – which saves … More >>
Form 5500: Have You Filed?
Annual Return/Report of an Employee Benefit Plan Form 5500 is the form used to file an employee benefit plan’s annual information return with the Dept. of Labor (DOL). Only group plans that have 100 or more enrolled as of the anniversary date each year must file, except for government and church groups. Form 5500 must … More >>
ERISA: Does My Plan Need to be Wrapped?
For Most Plans, the Answer is Yes This explainer outlines the requirements for determining whether your plan requires a Wrap document, as well as the circumstances within which an employer with multiple plans can combine them under a single “Mega Wrap” document.
FSA Administration Services
FSA AdministrationBoost your benefits plan and save money on taxes by offering a Flexible Spending Account! Contact us today! Supplementing your healthcare coverage with additional benefits is a priority. With a Flexible Spending Account (FSA), your employees can set aside money pre-tax to help cover their out-of-pocket medical expenses for themselves and their families.Why offer … More >>
Mobile App Overview
Benefits at your fingertips DataPath offers powerful and convenient apps for both the Summit and myRSC administration platforms. Viewing your account balance, submitting claims, and more on-the-go has never been easier! What you can do with the DataPath mobile app: View Accounts – including detailed claim and balance information Card Activity – View transactions and … More >>
How To Submit A Reimbursement Claim (FSA)
Click here to download a copy of the claim form referenced in this “How To” document.
