Helpful Tools & Resources
Everything You Need to Get Started
Setting up a Section 125 Plan doesn’t have to be a daunting task. Our Setup Toolkit is designed to guide you through each step of the process. Whether you’re just starting out or looking to refine your existing plan, this toolkit provides clear instructions, timelines, and best practices to follow.
What’s included in the toolkit:
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Step-by-step setup instructions
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Documents to prepare for plan enrollment
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Tips on integrating payroll deductions
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A checklist to ensure IRS compliance
→ Download the Setup Toolkit
Get started with confidence and make your Section 125 Plan work for you.
Help Employees Understand Their Benefits
Clear communication is key to successful benefits programs. Our Employer Communication Guide is designed to help you explain your Section 125 Plan to employees, making it simple for them to understand their options, how it saves them money, and how to enroll.
What the guide covers:
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Tips for presenting Section 125 benefits in an engaging way
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Simple explanations of pre-tax deductions and benefits
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Methods for answering common employee questions
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Communication tools and templates to streamline the process
Make sure your employees are informed and excited about their benefits.
Seamlessly Integrate Your Section 125 Plan with Payroll
Payroll integration is one of the most important steps in implementing your Section 125 Plan. Our Payroll Integration Guide provides the tools and instructions you need to ensure that your plan runs smoothly and that deductions are processed correctly.
This guide includes:
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Step-by-step payroll integration instructions
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Information on processing pre-tax payroll deductions
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How to handle mid-year changes and employee participation
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Payroll system compatibility tips
Streamline your payroll processes and ensure compliance.
IRS Compliance Resource
Staying compliant with IRS regulations is crucial when managing a Section 125 Plan. Our IRS Compliance Resource explains the most important IRS rules you need to know to ensure your plan remains compliant.
This resource explains:
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The requirements for nondiscrimination testing
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How to maintain proper documentation
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The rules for pre-tax deductions
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Key dates for filing and reporting
Ensure your Section 125 Plan stays on track with IRS guidelines.
Disclaimer: Section 125 Solutions LLC does not provide legal or tax advice. We act as a referral partner to third-party administrators who are fully qualified to implement and manage compliant Section 125 Plans.
Understand All the Benefits You Can Offer
A key feature of Section 125 Plans is the flexibility to include a variety of benefits. Our Benefits Overview page provides an easy-to-read breakdown of the different options you can offer, from healthcare savings to dependent care and beyond.
The overview includes:
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Premium Only Plans (POP)
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Flexible Spending Accounts (FSAs)
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Dependent Care Assistance Plans (DCAP)
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Commuter benefits and parking benefits
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Health savings accounts (HSAs)
Learn about the different benefits available and how to customize your plan.
Simplify the Enrollment Process
Our Customizable Enrollment Forms make it easy to collect and process employee benefit selections. You can easily tailor the forms to include the benefits your business is offering, ensuring all necessary information is gathered and processed correctly.
Forms include:
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Sections for each benefit choice
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Clear instructions on how to fill out and submit
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Space for employee signatures and dates
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An overview of benefits included in the plan
Make enrollment easy and error-free with our simple, customizable forms.
Calculate Your Tax Savings Now!
Use our free, easy-to-use calculator to:
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Estimate how much your business could save on payroll taxes each year.
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See how much your employees could keep in their paychecks.
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Get a clear starting point for your Section 125 Plan setup.
📣 Disclaimer: Calculations provided are for informational purposes only and do not guarantee specific savings. Actual savings will vary based on individual circumstances.
Book Your Consultation
Explore how Section 125 plans could save your business over $1,000 per W-2 employee each year. Book a free consultation to see how much you could be losing by not having one.
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