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
Phone: (972) 385-2300
Fax: (972) 385-1997
Email:
Helene Winer (Richardson/Dallas office)
2811-A 74th Street
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