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Forrest T. Jones & Company

Specialists in Association and Group
Benefits since 1953

Resource Center

Flex Plan Quick Links

  • Savings Calculator
    Learn how much you could save using the flexible spending plans.
  • Tax Calculator
    Enter figures from your paycheck to see how the flexible spending plans can help with your tax situation.
  • Change-of-Status.com
    Learn what the change-of-status actions you qualify for under the law.
  • Claim Form
    Use this form to request reimbursement for your medical and/or depended care expenses.
  • Publication 502
    IRS guidelines for eligible medical and dental expenses.
  • Publication 503
    IRS Guidelines on child and dependent care expenses.

Section 125 Administration

As healthcare costs skyrocket, a Flexible Spending Plan becomes more valuable for your employees. School district employees get a tax break by paying certain qualified insurance premiums with pre-tax dollars rather than after-tax dollars. In addition, employees can save taxes on un-reimbursed medical, dental and vision expenses as well as dependent care expenses.

Your employees can enjoy tax savings of 20% to 40% or more with flexible spending benefits!

FTJ's Section 125 administrative department helps prepare the necessary forms required by the IRS, handles dependent care and medical reimbursement accounting and answers any questions your employees may have. Our Web site allows employees to view their account status on-line. We also offer a variety of voluntary benefits that employees can purchase through payroll deduction on a pre-tax basis. Our voluntary benefit package includes insurance products employees are asking for such as:

  • Term life
  • Vision
  • Disability Income
  • Cancer
  • Accidental Death and Dismemberment
  • Dental

To find out how your School District can start or change an existing Flexible Spending Plan, contact us.