FORMS:

 

Click Here for Cafeteria Plan Child Care Expense Form

Click Here for Cafeteria Plan Unreimbursed Medical Expense Form

 

Click Here for 401k Hardship Distribution Form

 

Click Here for Employer Data Form (Employer/Plan information - to be used for Proposals and/or Plan Installation)

 

 

CONTACT US:

 

Dallas-area office
P.O. Box 835607
Richardson, TX 75083

Phone: (972) 385-2300
Fax: (972) 385-1997

Email:

Helene Winer (Richardson/Dallas office)

 

Lubbock (home) office
2811-A 74th Street
Lubbock, TX 79423
Phone: (806) 745-9781
Fax: (806) 745-9783

Emails:
Danny McCallister (Qualified Pension Administrator)
Jan Holmes (Section 125 Cafeteria Plan Director)
Chris Mabry (Section 125 Cafeteria Plan Administrator)

Karen Thompson (Section 125 Cafeteria Plan Administrator)

 

Employee Benefit Specialists - since 1974