Resources / Reference Guides
Pre-Sale
- Choice Strategies Overview
- Choice Strategies Flyer
- Choice Strategies CDHP Presentation
- What is an HRA, FSA and DCA?
- FSA Savings
- HRA Plan Design Options
- Dependent Care Account
- HSA Compatible Plans
- Premium Only Plan
- Section 125 Plans Compliance
- Choice Strategies Billing
New Group
- How to Submit a New Group
- Installation Process
- Tips & Tools for Successful Implementation
- Plan Takeovers
- Substantiation Guide
- Manual Claim Submission
Compliance
- HRA/FSA/HSA Compare Chart
- Non-Discrimination Testing
- COBRA
- HRA COBRA Calculation
- Form 5500
- FSA Max Change
Plan Administration
- Terminating a member of a Choice Strategies Plan
- Plan Change Form
- Business Associate Agreement
- Training