25A - AGMT FOR FLEX SPENDING - Laserfiche WebLink

Home Browse Search

DocuSign Envelope ID: CFCE3443-EF37-4FD4-8DCD-D85D559F77AE pertaining toad min istrative services performed by the Contract Administrative Firm during the Term of this Agreement and will provide any and all requested documents in their possession. 9. The Contract Administrative Firm will respond to inquiries from the Client and their Participants including, but not limited to, available account balances, reimbursement request submission and appeals procedures. The Contract Administrative Firm will not provide legal advice. The Contract Administrative Firm will defer inquiries to the Client if the Participant has indicated intent to involve legal representation. b. Client Responsibilities i. In accordance with the terms and conditions of this Agreement, the Client agrees to the following: 1. The Client Agrees that the Contract Administrative Firm is willing to perform the services described in this Agreement, provided that the Contract Administrative Firm shall not constitute or be deemed or construed to constitute the Plan Administrator or Plan Sponsor with respect to the Client's Spending Account Program or any component thereof, within the meaning of ERISA § 3(16), to the extent applicable. The Client agrees that this responsibility is, and remains, that of the Client or its designee. 2. The Client shall administer the Reimbursement Program or appoint a person or committee to administer the Program. 3. The Client agrees that, except as expressly set forth herein, the Contract Administrative Firm shall not be a Fiduciary, as such term is defined in ERISA § 3(21), of the Client's Spending Account Program or any component thereof. The Client agrees that this responsibility is, and remains, that of the Client. Further, the Client agrees that the Contract Administrative Firm, at no time, holds plan funds or assets and acts solely at the discretion of the employer. 4. The Client understands and acknowledges that the Contract Administrative Firm is responsible only for providing services specifically allocated to the Contract Administrative Firm in this Agreement, and only with regard to the component reimbursement accounts that together comprise the Client's Spending Account Program, as further specified by the attached Exhibit B and in accordance with the RECITALS to this Agreement. If the Client wishes to engage the Contract Administrative Firm for additional services such request must be presented in writing for the Contract Administrative Firm's review. If such services are available, the Contract Administrative Firm will J IGDE City of Santa Ana Spending Account Administrative Services Agreement Client Initials: PEPM17 Page 6 25A-8