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The Nation’s Leading Source for IRS

Required Plan Documents Before Employers Offer Tax-Free Employee Benefits for:

Section 125 POP – tax-free insurance premium
HSA – tax-free HSA savings at work
HRA, ICHRA or QSEHRA – tax-free insurance & medical
Wrap SPD – group health insurance ACA required notices
Educational Assistance Plans – tax-free education
Health FSA & Dependent Care FSA
Employees save up to 40% in payroll taxes, employer saves 8%

Why More than 80,000 Businesses use Core Documents

Employers only pay once for IRS required plan documents; not every year. Core Documents is the nation’s leading provider of affordable plan documents since 1997. Over 11,000 insurance agents, accountants, attorneys and affiliates trust Core Documents for their client plan documents

LATEST BLOG POSTS

Tax-free Employee Benefits that Require Core Plan Documents in 2024

It’s clearly stated in a lot of the articles and blog posts on our web site: “All the IRS requires of an employer to establish this tax-saving benefit for employees is a written plan document.”T...

2024 ERISA Wrap SPD Requirement – Are You in Compliance?

The 2024 ERISA Wrap SPD requirement is an important ACA- and DOL-compliance matter.ApplicationThe 2024 ERISA Wrap SPD requirement applies to all employers sponsoring a group health insurance plan.Req...

Compare 2024 HRA options with this handy tool from Core Documents

To make that comparison easier, we’ve put together a table with the latest benefit information and specifications for each HRA currently available. Now you can easily compare HRA features among all ...

HRA Plan Document Options Available in 2024 For Just $199

Section 105 HRA for one employee or spouse available since 1954. The Section 105 HRA is unique because the Affordable Care Act (ACA) did not consider a one employee HRA a group health ...

New video: Core COVID-19 pandemic relief plan document amendment

Brochure: Pandemic Relief for Group Health Plans (Core COVID-19) Learn more:COVID-19 relief: Section 125 Plan amendment just $49*Section 125 COVID-19 relief: IRS on 2020 mid-year elections, FSA c...

Health FSA and HRA Can Reimburse Surgical Mask & Sanitizer Purchases

The IRS has finally weighed in — Announcement 2021-7 — allowing personal protective equipment (PPE) to be treated as qualifying medical expenses under Internal Revenue Code Section 213. PPE includ...

HEAR FROM SOME OF OUR SATISFIED CUSTOMERS

Managing an e-commerce business involves various legal documents, and Core Documents has been a lifesaver. Their selection of documents is extensive and their purchasing process is straightforward. It’s a fantastic tool for online entrepreneurs

Aline Lara

Product(s): POP, Wrap-SPD, HRA,

Core Docs has revolutionized how we handle our documents. The platform's intuitive design and powerful features have made organizing and sharing files a breeze. Our team’s productivity has soared since we started using Core Docs, and the secure access options ensure our sensitive information stays protected. I couldn’t be happier with the efficiency and reliability it offers

J Michael Goulding

Product(s): HRA Plan Document

Switching to Core Docs was one of the best decisions we've made for our business. The ease of managing our core documents and collaborating with team members has significantly improved. The search functionality is outstanding, and the customer service team is always ready to help with any questions. Core Docs is truly a valuable tool for our daily operations.

Robert H., CFO at Stellar Enterprises

Product(s): FSA, Core Admin

"Core Documents is AWESOME. Thank you!! I am so glad that I found your company for this process --- you have ALREADY made my life much easier in keeping my clients in compliance!!! Thank you so much!"

Candy Marrero

Product(s): Benefit Specialist

"I’m an ERISA benefit attorney and purchased a Core Documents’ QSE-HRA for one of my clients. After reviewing the documents I must say that I'm very impressed. The documents look and read like a much more custom plan and set of supporting documents. I found the documents to be clear, concise, compliant and cost effective."

J Michael Goulding

Product(s): HRA Plan Document

"CoreDocuments is my “Go-To” site to explain many of the most needed plans for my small business benefits clients. From simple POP, Wrap SPD and HRA plans, they have all the details, expertise, and quick responses to help. Their low cost and simple self-administration models are what I recommend the most. Thanks CoreDocuments!"

Jonathan Michael

Product(s): POP, HRA, Wrap

"I want to thank everyone at CoreAdmin for all the service and help you have given us over the last decade+. And for putting up with our employees who sometimes don’t get their enrollment and claims to you in a timely and correct manner."

Scott Abbott, CFO

Product(s): FSA, CoreAdmin

"Rachel and the Core Documents’ team did an amazing job of helping me walk through the plan document and answering all my questions. She provided me outstanding customer service!"

Keath Storm

Product(s): Section 125 POP

"Thank you for your services over the years. Core Documents has really made Section 125 cafeteria plan administration very easy and painless, and at reasonable cost."

Vega Girodo, CPA

Product(s): Section 125 Plans

"Again, WOW. I am so impressed with Core Documents' process. Wish all my vendors were so efficient. Yes, I received the plan document and receipt. Do you have an affiliate program? I would like to list your services on my up and coming revised website."

Diane Offutt

Product(s): Section 125, HRA, Wrap SPD

The Nation’s Leading Source for IRS

Why More than 80,000 Businesses use Core Documents

Employers only pay once for IRS required plan documents; not every year. Core Documents is the nation’s leading provider of affordable plan documents since 1997. Over 11,000 insurance agents, accountants, attorneys and affiliates trust Core Documents for their client plan documents

OUR PRODUCTS

Premium Only Plan Documents from $99 one

Flexible Spending Accounts or FSA Plan D...

Premium Only Plan with HSA Module Docume...

Health Reimbursement Arrangements, HRA P...

Section 105 HRA for 1 employee from $199...

Wrap SPD Plan Document from $149 one-tim...

Web-Based Administration with Debit Card

Section 132 Transportation Fringe Benefi...

Employee or employer contributions for d...

Individual Coverage HRA or ICHRA $199 on...

Qualified Small Employer HRA or QSE HRA ...

Excepted Benefit HRA or EBHRA for $199 o...

FEATURED VIDEOS

Required by the ACA for group health insurance plans to communicate employee rights

Employee or employer contributions up to $5,000 year for dependent care expenses tax-free.

Our new video shows how employers use a Health FSA to reduce taxes on out-of-pocket medical expense

Section 125 POP to reimburse group health and supplemental insurance premium tax-free.

A video about how Core Documents’ products save employers and their employees money.

Employee or employer contributions for medical & dependent care expenses tax-free

See how easy it is for employers to add the popular HSA option to a Section 125 cafeteria plan.

HRA plan documents for 1 employee or spouse to reimburse medical and premium tax-free.

Everything an employer needs to know to establish a HRA for 2+ employee groups and start saving money.

Learn how the Individual Coverage HRA frees employers and their employees from one-size-fits-all group health plans.

Qualified Small Employer HRA for employer-paid individual insurance premium and medical expenses.

Why outsource FSA, HSA, or HRA administration? One word: Convenience.

Obtaining further information by make a contact with our experienced staffs.

Reach out now!

LATEST BLOG POSTS

HEAR FROM SOME OF OUR SATISFIED CUSTOMERS

Aline Lara

J Michael Goulding

Robert H., CFO at Stellar Enterprises

Candy Marrero

J Michael Goulding

Jonathan Michael

Scott Abbott, CFO

Keath Storm

Vega Girodo, CPA

Diane Offutt

Section 125 Plans

HRA Plans

Wrap SPD Plan

Administration

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