COTF: Section 125 Plan Document

Compliance, Employee Benefits

Dive into the essentials of Section 125 plans, also known as cafeteria plans, and why having a written plan document isn’t just a formality—it’s a must. COTF’s Karen B breaks down the key components employers need to include, from benefit options and participation guidelines to mid-year qualifying events. Understand the critical need to have the plan document in place before the new plan year begins, ensuring it stays IRS-compliant to safeguard those valuable tax advantages for both employers and employees. Whether you’re offering health premiums, flexible spending accounts, or dependent care programs, this episode equips you with everything you need to keep your Section 125 plan running smoothly.

Please Note: This podcast and the contents herein do not constitute legal advice. Seek the advice of counsel for any benefit compliance related implementation guidance or strategy.

Find Comply on the Fly on These Podcast Apps:

Spotify Button  Apple Podcasts Button

Please be sure to rate, review and subscribe!

Back to Insight Center