Tools that make Self-Administration Simple

included with every plan document order

Plan Administrator's Playbook

A comprehinsive instruction book covering all aspects of plan administration, from eTrack setup to the Smart Receipts App to automate your claims process.

eTrack Expense & Account Tracking

Upgraded for 2018, eTrack automatically allowcates plan allowances on the 1st of each month and tracks any unpaid claims until the participant has a balance.

Employee's Benefit Guide

Plan administrators love when they don't have to explain plan operations over and over. The Employee's Guide is a companion to the Employee Onboarding Portal: simple onboarding.

Complete Plan Document Solutions

In addition to outstanding administration resourses, our comprehinsive plan documents are meticulously drafted to keep your organization in compliance. All HRA Plan Document products come complete with all required documentation needed to establish and administer a plan. Documents come complete with:

  • Formal Plan Document including:
    • ​Corporate Resolution
    • Uniform Glossary
    • Designation of administrators and privacy officer
    • Federal Marketplace Notice
    • COBRA and HIPAA requirements (if applicable)
    • Benefit Description and provisions
    • Review Processes and timelines
    • Participation restrictions and periods
    • Coordination of Benefits
    • Funding provisions
  • ​Summary Plan Description
  • All required Schedules and Exhibits
  • Summary of Benefits and Coverages
  • Employee Benefit Plan Notifications (QSEHRA Notices Prepared)
  • Employee Election Forms
  • Employee Expense Claim Forms
  • Administrator's Guide 
  • HRA eTrack Expense Tracking 
  • Administrator Support Portal
  • Employee Onboarding Portal

​HRA Plan Doc has Enrolled Agents on staff. Licenced by the IRS, these tax law professionals cna provide guidance on regulatory requirements, business structure, owner participation and plan design. We work with you to answer all of your questions so you can administer a simple, compliant HRA.

See what our customers say about us:

Is the Single Participant HRA for you?


download our latest eBook to find out:

Download our Free eBook

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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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.