Plan Implementation Checklist

1. Client or broker submits online plan set-up.
   
   
2. Flex-Plan Services (FPS) delivers employee communication materials to client.
   
   
3. Client distributes materials and holds open enrollment.
   
   
4. FPS enters plan enrollment, generates and disbributes participant welcome letters, confirmation statements and claim forms.
   
   
5. If using Benny Card, FPS invoices client via email for 4% deposit of all Health Care FSA annual elections.
   
   
6. Client pays invoice for Benny Card deposit.
   
   
7. FPS transfers deposit to Bank One and Benny Cards are ordered (estimated time of arrival at participant homes is 7-10 business days from time of order).
   
   
8. Paricipants receive Benny Cards on or before start of plan year.