Top Row

There are six items located in the top row when you log in to the ePOP Portal. Here's an in-depth explanation of what these items include and how to navigate this menu. 

HOME: Clicking on this will bring you back to the Home page you saw when you first logged in.

EPOP+ OVERVIEW: Clicking on this will take you to an information page that provides a general explanation of what Section 125 POP accounts are and an example of how tax savings from a POP account can be calculated on the employee and employer levels.

EPOP+ TUTORIAL: Clicking on this will display a drop-down menu containing further education and support items. Any new or updated educational items will appear here, so the contents are subject to change. Of particular note are the following:

• NON-DISCRIMINATION TESTING: Clicking on this will bring you to a walkthrough video that explains Section 125 POP Non-Discrimination Testing in full detail.
• EPOP+ DATA REQUIREMENTS WORKSHEET: Clicking on this will bring you to a downloadable/printable PDF worksheet that you can use to collect the data needed to create an ePOP account. This worksheet can be useful if you are assisting another user in creating an account or creating an account on behalf of another user.

POP FEES: Clicking on this will display a drop-down menu containing an explanation of the pricing for the ePOP accounts.

The Shopping Cart Icon: If you have any unpurchased accounts saved to your cart, those items will be displayed here. Clicking on this icon will direct you to the shopping cart screen, where you can finalize your purchase and complete your account setup.  If an account was created in error but not purchased, you can delete it from the shopping cart screen.

• Proceed to checkout: Clicking on this option will bring you to the payment screen. Please fill in all red-starred (required) fields and then select the Process Payment button to complete the purchase. You can make a payment via ACH or Credit Card.

Your Name: You should see the name associated with the login that you are using. Clicking on this will bring up the User Menu drop-down.

• MY PROFILE: Clicking on this option will display your Profile information. You can update your name, email address, username, and password here.
• CONTACT US: Clicking on this option will direct you to our general contact information portal. Here, you will find information on how to contact our various teams for assistance or to learn more about our benefits and services.
• LOGOUT: Clicking on this will log you out of the system and bring you back to the login page.

New POP Document

The area immediately below the top row is designated explicitly for purchasing brand-new documents. If you have an existing account, this is not the option to use for renewing an existing account.

+ Purchase New POP Document: Clicking on this button will bring you to the POP Document Order Form page. From here, you will be able to enter your company and POP plan information to create a new account and a set of POP documents. 

There are four pages in this section:

1. Company Information: Here, you will enter the general company information for the organization to which the documents apply. You will find six email fields on this page.  The first three fields (Primary Email and two Alternate Email fields) should generally be used for any broker or agent contacts involved with the account who would need access to the POP documents/account. The second three (Benefit Contact Email and two Additional Contact Email fields) should generally be used for any contacts from the organization/company who would need access to the account. Those are the general recommendations for those fields. Still, any email user added to any of the six fields will have the same access to the account and will receive any future correspondence from the portal.

2. Plan Details: Here, you will enter the general Section 125 plan information, specifying things like the eligibility requirements for participation (waiting period, required working hours, etc.) and the benefits that are offered on a pre-tax basis.

3. Finish Up: There are three final items to verify before finalizing your documents:

• Optional HSA Amendment Language: Select this option if your organization has an employer-sponsored HSA plan that the employees may contribute to on a pre-tax basis.
• Optional Enrollment Type Language: The options provided here are for situations where the employer is not utilizing a form of election or enrollment portal to collect Section 125 POP enrollment information. Negative/Default is for situations where newly hired employees have just become eligible for the Section 125 benefit.  Evergreen/Rolling is for situations where existing employees who are already enrolled in the pre-tax option come to their next annual election period.
  • Note: If either option is selected, the employer should be aware that they will need to include this information in their enrollment materials and provide details on how employees may opt out of the pre-taxing.
• Affiliates: This applies to situations where the company, organization, or employer entity in question has other companies, organizations, or employer entities in place that are connected to or under the primary location, and those secondary locations also offer the same pre-tax benefits and eligibility requirements.  If this is the case, those other locations can be listed here so that the documents created will apply to all listed locations.

4. Complete: This page is to review the selections you have already made and to finalize them.  At the bottom of the page are the purchase options:

• Commission Drop-Down Menu: Use this to select whether or not a commission is to be included in this purchase.
• Add to Cart: Once the plan information and pricing are confirmed, select this option to send the account to the shopping cart for purchase.
• Send Invite: This option can be used if you are starting the account setup process on behalf of another user.  When you click on this option, you will see a screen where you can enter the Company Name, First and Last Name, and email address of the individual who should receive a notice to log into the portal and complete the purchase.

My POP Documents

This area contains a list of any account(s) to which you are linked.  If you are only linked to one organization account, you may still see multiple listings. This is normal, as there will be a listing for each new plan year in which you renew your account.  If you look at the Plan Dates column and the Created Date column, you should be able to identify the current/active plan year from the prior plan year(s).

If you are linked to multiple accounts and are having trouble locating one,  use the search bar in the top-right area of this section to search by name (or a part of the name) for any account you are linked to.

Next to each account/plan year, you will see the Action Menu, which contains your access options for the account in question.