Keeping track of what is required and what is optional for flexible spending account plans can get confusing. This chart pulls everything together. When deciding whether you want to allow any of the optional items, keep in mind that you’ll need to work with your third party administrator to ensure the plan is amended.
Director, Contracts & Compliance. Sue has more than 30 years of intensive, hands-on experience working with a wide variety of employee benefit plans. As the Director of Contracts and Compliance, Sue is responsible for the management of all BSG® client contracts, including insured contracts, service contracts, and self-insured contracts as well as ensuring that these materials comply with all applicable state and federal benefit regulations. A graduate of the University of Wisconsin-Milwaukee, Sue has completed the RHU program, six CEBS courses and holds a Life and Health agent license.Facebook LinkedIn