You may choose to offer debit cards, the mobile app, and reimbursement via direct deposit or check.
Vita prepares the Plan Document, Summary Plan Description, Discrimination Testing and Reporting, and IRS Form 5500 filing.
Education & Communication
High-quality education and enrollment materials are delivered to participants to increase employee engagement and participation.
VitaFlex Portal & Mobile
The portal and mobile app allow for employees to manage their accounts easily from home and on the go. Take a picture with your smart phone and submit a claim with the touch of a button. The portal also houses tools and resources to help employees get the most out of their tax advantaged accounts.
On-Site Concierge Team
Comprehensive support rendered by extensively trained Vita staff via telephone or email.
Reporting
Participant Reporting
Throughout the year, each participant will receive Quarterly Statements, Reminder Letters, and an Annual Statement notifying them of the status of their account.
Employer Reporting
Employers receive scheduled reports to help keep tabs on the plan administration and banking processes. They also have access to the online employer portal where they can run these reports as desired.
Pre-Tax Resource Library
Important forms, informative videos, frequently asked questions, and links to the pre-tax tools you use most.
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