Employee Benefits Templates

This document is a checklist that outlines the key steps and considerations for setting up and managing a 401(k) retirement plan. It provides guidance on eligibility, contribution limits, investment options, and other important factors to consider when establishing a 401(k) plan for your employees. Use this checklist to ensure compliance and maximize the benefits of your company's retirement plan.

This document is a checklist for individuals who have or are interested in a 403(b) retirement plan. It provides a list of important items to consider and actions to take when managing a 403(b) plan.

This document is used for authorizing payroll deduction for C.O.P.E. (Committee on Political Education) in Rhode Island.

This document is used for enrolling in employee benefits in Stanislaus County, California.

This form is used for employers in Florida to provide a statement of disability for their employee. It helps in documenting and verifying the disability claim made by the employee.

This form is used for updating the employment status of an employee in Massachusetts. It may include changes such as full-time to part-time, temporary to permanent, or termination of employment.

This document is used for reporting non-cash parking benefits provided to employees in Massachusetts.

This document allows an employer in Massachusetts to deduct certain expenses from an employee's paycheck.

This document is for enrolling in a Flexible Spending Account (FSA) in Monroe County, New York. It allows individuals to set aside pre-tax funds to pay for eligible medical expenses.

This form is used for applying for and making changes to Smartbenefits in Washington, D.C.

This document guides unrepresented employees in Sonoma County, California on how to request salary step adjustments.

This Form is used for requesting leave under the Family and Medical Leave Act (FMLA) in the City of Corpus Christi, Texas.

Use this form to withhold the proper amount of taxes when being employed in the state of Connecticut.

This Form is used for enrolling in a Cobra health insurance plan in Maryland.

This document was issued by the Internal Revenue Service (IRS), the Department of Labor (DOL), and the Pension Benefit Guaranty Corporation (PBGC). It is a formal instrument used by employers that manage the employee benefit program to inform the authorities about the qualifications of the plan, investments made to the plan, and financial details of the program.

This Form is used for designating beneficiaries for the Nc 401(k) Plan in North Carolina.