PLAN SETUP TIPS

Adding Plan Forms and Documents
Forms Enrollment and change forms may be added and will be generated at time of enrollment. Change forms include demographic information only. To submit...
Mon, 15 Oct, 2018 at 10:06 AM
Section 125 Premium Only Plans
Under the IRS Section 125 program, an employee may choose to pay for qualified benefit premiums before any taxes are deducted from employee paychecks. The P...
Thu, 8 Jun, 2017 at 2:49 PM
Tobacco Cessation Program and Surcharges
Tobacco rates can be set up in the Rates section of the plan.   By clicking on Table Columns, you will see that you can set up Tobacco Rates,...
Tue, 20 Feb, 2018 at 12:53 PM
Contributions based on Tobacco use
If a client has tier-based contributions based on an employee's or dependent's tobacco use please follow the steps below to set up the con...
Mon, 26 Sep, 2016 at 10:21 AM
Worksite Benefits Setup Tips
Worksite Benefit options can vary greatly among carriers. It is important to have a good understanding of the plan and carrier rules before creating ...
Wed, 6 Sep, 2017 at 11:35 AM
FSA and Limited Purpose FSA
Flexible Spending Accounts/Arrangements (FSA) may be offered to employees to be used to pay for out-of-pocket health care expenses. If enrolled in a High ...
Wed, 31 Oct, 2018 at 9:45 AM