Agent/Consultant

Value & Innovation
NueSynergy knows that your clients see you as their trusted advisor and look to you to help them choose and manage the multiple vendors that make up a group employee benefit plan. We understand that often times this role can lead to unnecessary work as a result of vendor mistakes or lack of support. Which is why we take our role as your partner and advisor just as seriously as you take yours with your clients. At NueSynergy our one and only bench mark in determining the success of our partnership is "Did we bring value to our partner?"

 

NueSynergy DIFFERENCE

  • Dedicated agent and consultant support for plan design consultation as well as compliance and product questions
  • A dedicated implementation manager to ensure your clients' transition to NueSynergy is well-planned and communicated
  • A dedicated account manager who is responsible for the success of your clients' program and supports them through plan changes, renewals, and issue resolution
  • Live, in-house customer service for plan participants in under 30 seconds.
  • Implementation of a single service admin platform for HSA, FSA, HRA and Commuter Benefits
  • Carrier claims integration for groups of any size.
  • Full-service, in-house COBRA administration and compliance team

These are just a few ways NueSynergy ensures you can be confident in our unwavering commitment to bring value to both our partnership and your client.

 

Request a proposal for a group or become a registered agent today.

 

Resources

FAQs

All “eligible employees” who received compensation during the previous year are included in nondiscrimination testing. Generally only union employees, non-resident aliens, leased employees and independent contractors can be excluded from nondiscrimination testing because they are not considered “eligible employees.”

 

 

Each year, the IRS requires companies with pre-tax reimbursement accounts to complete nondiscrimination testing. Nondiscrimination testing ensures that the business owners and Highly Compensated Employee(s) (HCE) do not receive a disproportionate benefit from a pre-tax plan compared to other employees.

In most cases, you can sign up any time—the benefit will be effective for the first month possible after you make your election.

  • Tolls
  • Taxis
  • Gas/fuel
  • Mileage
  • Business trip costs
  • Airport parking fees
  • Parking fees at your home

The government does allow a one-time transfer of funds from an IRA to an HSA. However, you can only roll your HSA funds into another HSA not an IRA.

  • The transferred amount, when combined with other HSA contributions for the year, may not exceed your annual maximum contribution.
  • Also, after making such a transfer, you must continue to participate in a qualifying high-deductible health plan for 13 consecutive months, beginning in the month of the IRA-to HSA transfer. If you do not, you will be subject to income taxes and a 20 percent penalty tax on the transferred amount, except in the case of death or disability.
  • Such a transfer may be an option if you incur significant medical expenses and find yourself unable to afford to make the maximum HSA contribution.

Blog

4 Reasons to Partner with NueSynergy

Increased product line, service value, client retention and brand awareness. 

4 Reasons to Partner w/ NueSynergy

Employers Can Contribute to Employees’ Flexible Spending Accounts

For years, Flexible Spending Accounts (FSAs), also known as 125 plans or cafeteria plans, have been a popular employee benefit because they allow employees to set aside tax-free dollars for medical expenses they expect to incur during the year.

Adoption Assistance Flexible Spending Account

The Adoption Assistance Flexible Spending Account helps you pay for eligible adoption expenses by contributing to the account with pre-tax money from your paycheck. This means you do not pay federal or state income taxes (where applicable) on these funds.

Forms and Guides

A debit card feature allowing for reimbursed funds to be credited to a special reimbursement purse linked to the NueSynergy benefit debit card. Improving the reimbursement process for those that normally recieve checks.

Eligible Expenses

To see a complete Eligible Expenses Chart please go to the following link.

See All Eligible Expenses

eClaims Manager

Unlocking the benefit of claims integration for all participants in order to provide a better more convenient user experience.

See More on NueSynergy's eClaims Manager