Getting Started

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

7 articles in this collection
Written by David LeFevre and Dana Stoerkel

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