Plan Implementation Checklist

1. Client or broker submits online plan set-up.
   
   
2. Flex-Plan Services (FPS) delivers Administrative Services Agreement and Banking Forms to client within two business days.
   
   
3. Client returns Administrative Services Agreement and Banking Forms.
   
   
4. FPS delivers employee communication/enrollment materials to the client.
   
   
5. Client conducts open enrollment meetings and distributes enrollment materials.
   
   
6. Client forwards enrollment data to FPS and FSA generates and distributes participant welcome letters, confirmation statements and claim forms.
   
   
7. FPS issues Benny Cards (estimated time of arrival at participants homes is 7 - 10 business days from the issue date)
   
   
8. Participants receive Benny Cards on or before the start of the plan year.