Choice Strategies recognizes that your time is valuable, which is why we offer a suite of specialized services designed to reduce your administrative responsibilities. We provide these value adding services free of charge as proof of our commitment to provide “over-the-top” service to all our constituents: brokers, employers, and members.
Due to the tax-advantaged status of the plans Choice Strategies offers, the IRS requires that transactions and/or claims be substantiated. In other words, in order for the employer and employees to receive the tax savings, employees are responsible for providing documentation proving that the expenses are eligible under the plan guidelines and employers are responsible for enforcing that employees submit the documentation.
With Choice Strategies specialized services, we are able to drastically reduce the number of requests for documentation employees receive, while keeping the plan in compliance with the IRS and ensuring that our employers and their employees receive the tax savings they deserve.
Click on the links below for more information on specific Specialized Services Choice Strategies offers: