PretaxAccounts.com provides the next generation benefit account experience all in a single platform – including FSAs, HSAs, HRAs, and more! With our state of the art enrollment platform, claims process, EZCard debit card, mobile app, and online employer/employee experience, clients are finally able to provide benefit programs that fits their organization’s needs.
Features
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HRA |
FSA |
HSA |
Commuter |
Plan Preparation |
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Benefit Build |
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Plan Document |
√
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N/A
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Summary Plan Description (SPD) |
√ |
√ |
N/A |
√ |
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Board Resolution |
√ |
√ |
√ |
√ |
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Annual Non-Discrimination Testing |
Available for Additional Fee |
Available for Additional Fee |
Available for Additional Fee |
Available for Additional Fee |
Employer Service Support |
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Employer Phone Support |
√ |
√ |
√ |
√ |
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Employer Webinar Support for on going training on “how to” administer plans correctly |
√ |
√ |
√ |
√ |
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Employers Online Portal access for account reconciliation reports |
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Claim Processing/Audit |
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Employer online claim entry access to process member claims |
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√ |
√ |
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Employer portal access to enroll, change, or terminate members |
√ |
√ |
√ |
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Employer Bank Account Reconciliation Audit |
Available for Additional Fee |
Available for Additional Fee |
Available for Additional Fee |
Available for Additional Fee |
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OCA claim processing of manual claim or debit card |
Available for Additional Fee |
Available for Additional Fee |
Available for Additional Fee |
Available for Additional Fee |
Member Service/Benefit Support |
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Member Online Chat Support |
√ |
√ |
√ |
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Member Interactive Voice Recognition System |
√ |
√ |
√ |
√ |
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Member Phone Support |
Available for Additional Fee |
Available for Additional Fee |
Available for Additional Fee |
Available for Additional Fee |
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Member Mobile App Access |
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Online member portal to review account balance, online claim entry for employer to access and process |
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Debit Card Support |
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Debit Card Issuance for Employee & Spouse |
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√ |
√ |
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| Deactivation of ineligible debit card transaction(s) | √ | √ | N/A | N/A |
Tired of submitting claims for reimbursement? Sign up for OCA’s ClaimExpress service today!
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