QSE HRA Manager provides an intuitive and robust platform for administering Qualified Small Employer Health Reimbursement Agreements (QSE HRAs). A QSE HRA allows small businesses to offer tax-deductible funds to employees for medical expenses and insurance premiums without the complexity of administering a company group health plan. This type of HRA was re-enabled by the 21st Century Cures Act in December 2016, making it an affordable health benefit option for qualified small businesses. The software guides users through the entire process of setting up a QSE HRA plan tailored to their company's specific needs, allowing them to define tax-free reimbursement amounts for each employee. It meticulously tracks expenses and reimbursements for individual employees and the organization as a whole, helping to prevent costly mistakes that could lead to lost tax deductions. QSE HRA Manager ensures continuous compliance with federal law through automatic updates and provides all necessary documentation, including IRS-required plan documents and medical expense substantiation, composed automatically based on the plan configuration and employee information. Available in both Single Company and Multi-Company versions, the software caters to different administrative needs. The Single Company version is ideal for businesses managing their own QSE HRA, offering features like participant status tracking, customized letter creation, and action notifications. The Multi-Company version is specifically designed for Third-Party Administrators (TPAs), enabling them to administer QSE HRAs for up to 999 groups simultaneously, with additional functionalities like multi-report PDF generation, monthly invoice creation per group, and easy letter replication across groups. The system is PC-based, offering enhanced security through an encrypted and password-protected database, and provides a user-friendly interface with on-screen help and automated "Things-To-Do List" to ensure no important events are missed.

Features & Benefits

• Comprehensive QSE HRA Administration
  • Manages all aspects of Qualified Small Employer Health Reimbursement Agreements, from setup to ongoing tracking and compliance.
• Compliance Assurance
  • Automatically updates to maintain compliance with Federal Law, including the 21st Century Cures Act, and provides all necessary IRS-required documentation.
• Guided Plan Setup
  • Walks users through the process of setting up a QSE HRA plan, allowing customization of reimbursement amounts and plan details.
• Expense & Reimbursement Tracking
  • Keeps detailed records of expenses and reimbursements for each employee and the entire organization, preventing costly errors.
• Automated Notifications & Task Management
  • Features a "Things-To-Do List" that automatically alerts users to important QSE HRA events requiring attention, ensuring timely actions.
• Document Generation & Reporting
  • Automatically composes all necessary documents, such as Plan Documents and substantiation forms, and can create 23 different reports for administration needs.
• Flexible Deployment Options
  • Available in a Single Company version for individual businesses and a Multi-Company version for Third-Party Administrators managing up to 999 groups.
• Secure & Reliable System
  • PC-based solution with an encrypted database and password protection to safeguard sensitive employee information, avoiding online security risks.
• Ease of Use & Integration
  • Designed for intuitive operation with on-screen help and easy import of employee data from Excel files.
• Other Features
  • Includes additional functionalities for enhanced usability and data management.
  • Networkable (Up to 5 Users)
  • 32-Bit Architecture
  • Updates via internet
  • Routine Backup Procedure
  • Import and Export critical data
  • Built-in Word Processor