Getting Started

Tips and tricks for on-boarding employer-clients and their benefit plans

+1

9 articles in this collection
Written by David LeFevre, Dana Stoerkel, Kindra LeFevre and 1 other

IAHU Healthcare Symposium

You don't want to miss ERISA Bootcamp, CEC-eligible break-out session on August 25, 2020 at 10 a.m.

Written by Kindra LeFevre
Updated this week

Your 1095 Reporting Special Ops Team Is On the Way!

Written by Aaron Richard
Updated over a week ago

How to Send us Stuff

Securely sending files to ERISAfire

Written by Dana Stoerkel
Updated over a week ago

Getting Started with ERISAfire: 5500s

Providing real value requires specific information, but you shouldn't have to figure out what's what. That's our job.

Written by Dana Stoerkel
Updated over a week ago

Getting Started with ERISAfire: Plan Docs

Providing you real value requires specific information, but you shouldn't have to figure out what's what. That's our job.

Written by David LeFevre
Updated over a week ago

Getting Started with ERISAfire: Compliance Calendar

A few tips for smooth employer on-boarding

Written by David LeFevre
Updated over a week ago

How Many Plans Are There?

The difference between a "plan" and "policies," "benefits" and "coverages."

Written by David LeFevre
Updated over a week ago

Introducing the ERISAfire Compliance Calendar to Your Clients

Great communication is the key to successful implementation

Written by David LeFevre
Updated over a week ago

WhitleyPenn Client Guide to Form 5500

Getting started with ERISAfire

Written by Dana Stoerkel
Updated over a week ago