Strategic Partner

Program

TASC PARTNERSHIP

How we work together

We are seeking affinity partnerships with benefits administration providers, Human Resource Information Systems (HRIS), Human Resource Platform companies, Payroll companies, other TPAs, and brokers or Insurance agencies that want to offer value-added benefits (FSA, HSA, HRAs, COBRA, Continuation and Compliance).

This is an opportunity for your company and TASC to increase brand loyalty and market awareness while building an additional revenue stream.

Increasing the utilization and accessibility of employee benefits helps your business and our communities.

Current Strategic Partners

Benefits

Why partner with TASC?

With over 45 years of industry experience, we have unbeatable expertise in benefits administration that will help you stand out from the competition. With an affinity partnership, we have a unique opportunity to offer employers and their employees an even deeper experience that is unbeatable in the industry.

Attract & Retain Top Talent

Provide an opportunity for employers to show their employees they care about their benefits experience and that it’s built around their needs. Giving the control and flexibility back to the employees to make choices about what is important to them. Allowing the employer to focus on what’s best for their business.

Simplify Administration

When regulations change, our expert legislative analysts and development resources work together to ensure our service offerings meet the needs of our customers to remain compliant. In addition, with Universal Benefit Account, employers have the opportunity to simply turn on a new benefit plan and account offering that is seamlessly integrated.

Build Confidence & Trust

Our solution and commitment is backed by over 45 years of industry experience. We know how important your business and the customers you serve are to your success. We want to build a relationship that you will have confidence and trust to serve your customers well.

Partner's
experience

"We just had our first implementation call today. The care for the client, the ability to find working solutions, and the professionalism of your team is top-notch. It's a pleasant surprise in fact. We have had good teams with our other vendor partners, but you have risen to the top quickly."

Brad O'Neill

The ICHRA Shop Co-founder

combining convenience, efficiency & security

Decades of experience
in employee benefits

TASC has over 45 years of experience saving businesses tax dollars in employee benefits. Rooted in the Midwest, we reach business owners and individuals in all 50 states, including Puerto Rico and Guam. After all these years, we continue to be the most innovative TPA in the market, setting ourselves apart from the competition by offering:

Industry-leading technology with universal cloud-native solutions
Highly configurable and scalable plan designs
Variety of Funding arrangements
Single-sign-on (SSO)
Competitive fees
Knowledgeable customer service
Exclusive audit guarantee and hold harmless

Meet the strategic partner team

Dawn Mortimer

Chief Innovation Officer

Dawn leads strategic partnerships, driving innovation and creating strategies to penetrate potential new markets. With more than 34 years of experience in the insurance industry, Dawn has a strong background in leading innovation, strategy, partnerships, digital marketing, IT, claims, agency and product line teams. Dawn has her master’s degree in business administration, is a PMI certified Project Management Professional, has completed her ASAP Certificate of Achievement – Alliance Management and is an HFI Certified Usability Specialist (HFI).

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Carolyn McNairy

Vice President of Strategic Partners

Carolyn has over 45 years of experience in the benefit and compliance industry. She is responsible for creating a successful strategic partner plan that leads to a mutually beneficial relationship that wins and grows the business. Carolyn was once an entrepreneur herself with decades of compliance administration under her belt. She now is a trusted advisor for legislation and TASC’s Compliance Service Model. Last but not least, she’s a proud graduate of the University of Tennessee at Chattanooga) and remains a Tennessee resident still today.

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Catherine Langridge

Executive Support

Catherine has a passion for keeping the team on track and organized, and believe it or not, she loves reading contracts! A Bachelor of Science in Molecular Biology and Bachelor of Arts in Business Administration with Finance and over 9 years of experience in the financial industry, she’s who keeps us on track in securing the next strategic partnership.

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Convenience of

Beneshop makes shopping for healthcare products easier and more affordable. With over 4000 products, Beneshop finds the best price on FSA and HSA eligible products by comparing prices from over 20+ retailers. By using Beneshop, customers can save up to 40%! Contact us today to learn more about how to enable Beneshop for your customers.

Product information

Table of Accounts

TASC Universal Benefit Account offers more than 50 different benefits with one user experience, one card, and one mobile app.

Overview of Universal Benefit Account

Introduction to TASC Universal Benefit Account

MyTASC Participant Experience

Explanation of the participant's experience using MyTASC

Healthcare FSA Account

Allows employees to save on their out-of-pocket medical/dental/vision, etc. expenses by using pre-taxed dollars which saves them taxes on these expenses.

Limited Purpose Health Care FSA

A Limited Purpose Healthcare FSA (LPFSA) is a healthcare spending account that can only be used for eligible vision and dental expenses.

Dependent Care FSA

Allows employees to save on eligible dependent care expenses such as preschool, summer day camp, before/after school programs, and child or adult daycare.

Health Savings Accounts

A Health Savings Account (HSA) allows employees enrolled in a High Deductible Health Plan to use pre-tax dollars to pay for eligible healthcare expenses. Unused funds can be invested for retirement.

Health Reimbursement Arrangement

Tax-advantaged employer-funded plan that reimburses employees for qualified medical, dental, and vision expenses.

ICHRA

Allows employers of all sizes to provide tax-advantaged reimbursement to employees for individual health coverage premiums and/or out-of-pocket medical expenses.

Transit & Parking

Allows participants to use pre-tax dollars to pay for public transportation and a Parking account to park at or near work.

Wellness HRA

Tax-advantaged employer-funded plan that reimburses participants for wellness related expenses.

Healthcare Premium-NESP(Non-Employer Sponsored Premiums)

Allows employees to pre-tax qualified individual insurance premiums.

Home Office

Tax-advantaged employer-funded plan that reimburses remote employees home office expenses.

TASC UBA Overview of All Accounts

Overview of all accounts on the Table of Accounts.

BizPlan Brochure

Learn how qualified small business owners can deduct federal, state, and self-employment taxes.

ACA Employer Reporting Administration & Compliance Flyer

The Affordable Care Act (ACA) imposes demanding reporting responsibilities on employers each calendar year since 2015.

TASC ERISA Flyer

ERISA requires all Private Sector employers that offer Health & Welfare Benefits to comply with disclosure and reporting regulations

TASC HIPAA Flyer

Both Private and Public Sector employers that offer self-funded plan (health, dental, vision, Healthcare FAS, HRAs, etc.) to comply with privacy and security regulations

TASC PCORI Flyer

Employers that offer self-funded medical plans must report each year by July 31st and pay fees.

TASC Dependent Eligibility Verification Flyer

Dependent Eligibility employer self-audits can save employees thousands of dollars by ensuring only eligible individuals are receiving coverage.

TASC FMLA Flyer

Incorrect administration of the Family Medical Leave Act can cost employers thousands of dollars in labor costs, lost productivity and continued benefits for individuals.

Non-Discrimination Sell Sheet

All employers are required to ensure that their employee benefits plans do nto discrininate in favor of Highly Comped Employees (HCEs)

Compliance Bundles Flyer

Employers choose the Service bundle package that meets their goals and subjectives for account based plans and Complianace solutions.

Compliance – It’s the Law – All Employees

Overview of regulations employers must comply with, ranked by employer size.

Compliance – It’s the Law – 1-19 Employees

Overview of regulations employers must comply with, ranked for employers with 1-19 employees.

Compliance – It’s the Law – 20-49 Employees

Overview of regulations employers must comply with, ranked for employers with 20-49 employees.

Compliance – It’s the Law – 50-99 Employees

Overview of regulations employers must comply with, ranked for employers with 50-99+ employees.

Compliance – It’s the Law – 100+ Employees

Overview of regulations employers must comply with, ranked for employers with 100+ employees.

TASC COBRA Flyer

COBRA rules and regulations are constantly changing and time sensitive. Prompt and proper actions are critical to avoid serious penalties.

Retiree Billing Flyer

The number of retirees is increasing significantly. Learn how to help with this influx of retirees.

Payroll Plus Flyer

Payroll & tax solutions that scale with your business.

Universal Benefit Account API

TASC & our Strategic Partners want to offer better ways of bringing benefits together to generate new value, revenue, and brand stickiness with mutual alignment. Connecting via API will reduce operational costs, greater accuracy, security, and speed of delivery to our mutual customers.

Our partners and clients are able to provide TASC benefits via their benefits administration platform, which includes our Adds, Terms and Changes API. This new API will allow third-parties to send TASC Universal Benefit Account data for the following benefit account activities: