Ameriflex ePOP Portal Action Menu

This article breaks down your action options for any account you have access to in the ePOP portal.

Written by Taylor Byas

Updated 1 week ago

While in the ePOP portal, you can click the Action button next to your current plan year. The following items will be available in the Action Menu:

1. Edit: Selecting the Edit option allows you to view and modify your plan settings. The pages are laid out the same as when a new account is purchased. In the Edit screen, you will be able to make changes to your account as needed.

Please Note:

If you do alter your plan mid-year in such a way that the documents would be altered, and you would need a new copy for your records, please be sure to mark "Is this an amendment to the original plan?" as Yes on Step 2 – Plan Details. Checking Yes will enable the documents to include a reference to the amendment.
Your plan year cannot be altered mid-year. If you have a legitimate reason to alter your plan year, please let us know the situation, and we will verify the best way to proceed.
The Edit screen also contains a Download link at the top of the page, which you can use if you prefer to pull your documents directly from the portal. If you are making changes or updates to a document, please save those changes or updates before using the 'Download' link to ensure that you download the most up-to-date copy.

2. Non-Discrimination Testing: This option will enable you to perform a non-discrimination self-test to verify that your plan is being administered in compliance with IRS Section 125 and is not favoring Highly Compensated Employees. When you click on this option, you will be directed to an informational page that helps explain the testing process. At the bottom of the page, you will find a link to start the test, as well as a link to a walkthrough video that explains each test question in detail.

Note: The Non-Discrimination Testing option will only be available in the Action menu next to a current and active plan year. If a plan year has ended or an account has been deactivated, this option will not be present.

3. Renew: This option allows you to renew your existing plan for the upcoming year. Using this option will enable the system to carry forward all of the existing plan information (updating the plan year in the process) so that you do not need to enter the whole account again each year. However, you should still take the time to review the plan settings, just in case any updates are needed for the new plan year.

Note: The Renew option will not be available for the entire plan year. It becomes available 60 days before the plan year's end date and will then remain present until used.

4. Send to Self: This will cause the system to resend the document to the email address associated with the login you are using.

5. Send to All: This will cause the system to resend the document to all email addresses listed on the account. You can use the Edit option to review and update that information.

6. View: This option replaces the Edit option once a plan year has ended, allowing you to review the plan settings selected for a prior plan year. However, you cannot make changes to a plan year that has ended. The reason for this is that once a plan year has ended, you can no longer legally sign the documents for that plan year into effect.

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