Cafeteria Plan

Cafeteria Plan
SunGard has everything you need to quickly and cost-effectively build a cafeteria plan practice. It's easy to draft your clients' Section 125 plans. Use SunGard's checklist approach and you'll see how quick and simple it is. After completing a single checklist, your plan, summary plan description, and election forms are produced simultaneously.

All plans and Supporting Forms Packages can be processed through our On-Demand Service via the Internet or our Premium Fax-Mail Service that provides a more ‘hands-on’ approach for processing your plan documents.

If you process more than 12 cafeteria plan documents annually, consider Relius Documents PC or Relius Documents ASP.

Services Available
Premium Conversion Plans
Flexible Spending Account Plans

Key Benefits

  • Complete document package including SPD and all enrollment and election forms
  • Communication aids
  • Design flexibility - our checklist approach helps you meet your clients' individual needs
  • Complete document packages created from one checklist: plan and trust, SPD, and all notice, election, and IRS submission forms