Making plan changes?
We make the process of updating your plans quick and easy! Select the benefit you wish to update below and complete our amendment form.
Select the benefit program you wish to amend.
FSA/DCA Amendment Option In Response to IRS Notice 2020-29
Employers can now complete OCA’s online Summary of Material Modification (“SMM”) request form (aka “amendment form”) to quickly amend their FSA and/or DCA plan. Employers, at their discretion, will be able to amend for mid-year election changes, grace period and plan year extensions, and increase the health FSA carryover limit (identified in IRS Notice 2020-33).
NJ Passes Commuter Benefit Law
With the new commuter law impacting New Jersey employers with 20 or more employees, OCA will be offering discounted fees for our commuter administrative services. To help existing HRA/FSA clients OCA will add the commuter benefit for just a one-time $100 amendment fee. No additional fees apply!
OCA Renewal ERISA Evaluation Form
This application is for ERISA compliance renewals. Please complete this form and indicate what changes need to be made to your ERISA plan documents. Should you require 5500 filing, please indicate by selecting the “Form 5500 Filing” option listed below.