Client Portal

The HRA Plan Documents Portal is a secure document storage service. HRA Plan Doc clients can store all plan and administration documents in their portal. They can also upload documents returned by employees such as enrollment forms, plan notices, claim forms and more.

 

Clients can purchase access to the portal for a one-time $25 setup fee. Access to the portal is granted for as long as the client keeps an active plan with HRA Plan Docs. Access is continued as "storage only" for seven (7) years after the last plan year's expiration to maintain plan documentation in a secure environment. In the event of a DOL Plan review, all required documents are easily accessable. 

 

Existing clients that wish to upgrade to the Client Portal service can do so by emailing sales@hraplandocs.com

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Is the Single Participant HRA for you?

 

download our latest eBook to find out:

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The Step by Step Guide to setting up AND administering a QSEHRA

Have you been considering establishing an HRA for your business but don't know where to start? Perhaps you have heard about the new HRA rules Congress put in place for 2017. If you are a small business owner, this is the guide you have been waiting for.

 

Our new eBook will take you step by step through implementing and self-administering a new Qualified Small Employer Health Reimbursement arrangement. From designing your plan to administration, this guide provides a clear overview of how to implement and self-administer a QSEHRA.

Is your business an ALE?

DOWNLOAD our ALE calculator to determine your organization's applicable large employer status.

Employer's Tax Savings Calculator

A small plan with five employees and a $500 allowance can save a business $2,200 in payroll taxes, save employees $12,000 in payroll and income taxes and allow an employer a $30,000 expense deduction for employee benefits.

 

How much could your business save?

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© HRA Plan Documents, Inc.

IRS CIRCULAR 230 DISCLOSURE

 

Any tax advice contained on this website is not intended or written by the practitioner to be used, and cannot be used by any taxpayer, for the purpose of (i) avoiding penalties that may be imposed on the taxpayer, and (ii) supporting the promotion or marketing of any transactions or matters addressed herein.

 

Use of a disclaimer does not change the high degree of care and attention that we devote to our tax advice. Moreover, the inclusion of the disclaimer does not indicate that penalties could be imposed on the transaction at issue, but rather merely indicates that the advice we have provided you in such communication does not preclude the IRS from asserting penalties. Finally, the use of such a disclaimer to avoid unnecessary legal expenses is similar to the approach adopted by most tax practitioners.


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