Getting Started

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

3 articles in this collection
Written by David LeFevre, Dana Stoerkel, and Kindra LeFevre

How to Send us Stuff

Securely sending files to ERISAfire

Written by Dana Stoerkel
Updated over a week ago

Updating Employer Plans and Compliance Calendars

Keep plan details up-to-date so compliance events and notifications are accurate

Written by Kindra 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