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White Mountain Financial
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Section 125 & SPD

Section 125 Premium Only Plan (POP)

This provision in the tax code allows employees to pay their premium contributions on a pre-tax basis (through payroll deduction). We outsource this service to a reputable firm with the  best pricing (link below). We recommend that you first check with your tax professional, attorney, or payroll service to see if a Section 125 POP is advisable and possibly free with other services.


Summary Plan Description (SPD)

The requirement to provide employees with summary plan description with ERISA language is a service we outsource to a reputable firm with the best pricing (link below). 



To setup your Section 125 POP and/or SPD, follow these steps:


1. Go to HR Service, Inc. >>


2. Make selections (we recommend the Section 125 POP and SPD Wrap).


3. Create a username and password


4. Indicate our Partner Key for a discount: 2158


5. Complete your registration

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