Welcome
Thank you for choosing EMPOWER for your Flexible Spending Account Administration. We look forward to serving you and your employees. Please use this page as a guide to help you set up your new Plan.
Contact
We are happy to help you at all points of this onboarding phase. Before your Plan Year starts, please reach out to your Onboarding Manager for questions. When you have completed all the tasks below, your Account Manager will email you to formally move your Plan from the onboarding phases, and he or she will be your main contact moving forward.
Next Steps
Below are the next steps needed to set up your Plan:
| Task | Description | Instructions |
|---|---|---|
| Prior to the Setup Call | ||
| Administrative Services Agreement | Your Onboarding Manager will email you a link to digitally sign the Administrative Services Agreement. The is the contract between the Employer and EMPOWER. | Your Onboarding Manager will send you an email to digitally sign the agreement. This email will come from PandaDoc, the digital signature service that EMPOWER uses. Click on the link in the email and follow the instructions. |
| Setup Form | Your answers to the questions on this form help EMPOWER tailor your Plan to your needs. | Download the form at info.empowerflex.com/content/EMPOWER_FSA_Setup_Form.pdf and send to your Onboarding Manager. |
| After the Setup Call | ||
| Banking Setup Form | This form authorizes EMPOWER to reimburse claims from your Employer account. | Download from: https://info.empowerflex.com/content/Banking-Setup-Packet.pdf |
| Contribution Calendar Form | Fill out and return this form to EMPOWER to mark your payroll dates with contributions. | Download from: https://info.empowerflex.com/content/EMPOWER-Contribution-Calendar-Form.pdf |
| Plan Documents | Please review, sign, and return your Plan Documents. | You onboarding Manager will send to you via email 2 business days after the setup call. |
| Open Enrollment | ||
| Open Enrollment Meetings | Host enrollment meetings with your employees. | EMPOWER is happy to attend enrollment meetings within 1 hour driving distance from Wichita, KS. Open enrollment materials are available at: https://empowerflex.com/enrollment-resources-fsa/ |
| EMPOWER Enrollment | Send enrollments to EMPOWER using our Enrollment Spreadsheet. | Download the spreadsheet at: https://info.empowerflex.com/content/EMPOWER-Enrollment-Template.xlsx
The instructions are available at: https://info.empowerflex.com/enrollment-instructions/ |
| Log into the HR Employer Portal | The EMPOWER Portal allows HR users to view and edit employees and enrollments. | Your Account Manager will send you logins after we receive your enrollment. |
| When the Plan Year Starts | ||
| Participants receive Debit Cards | Participants will receive Debit Cards around 2-3 weeks after Enrollment is received. | The Debit Card will contain a letter with a link to download our Welcome Guide.
|
Optional Next Steps
Handoff from a Prior Administrator
If you are moving to EMPOWER from another Administrator and would like EMPOWER to administer the carryover into the next plan year or the runout from the prior Plan Year, please follow the instructions at: https://info.empowerflex.com/how-to-migrate-from-a-prior-administrator/
EMPOWERConnect Integration
Please visit https://info.empowerflex.com/how-to-add-empowerconnect/ for next steps to set up EMPOWERConnect.
