ERISAfire sets up project pages for returning clients, which means less work for you.

PRO TIP: For new projects, the ERISAfire help site article “Getting Started…” is a great resource.

Welcome emails generated for both account teams and employer contacts with action items listed—your cue to visit the project page to provide requested information

PRO TIP: Documents are key to a smooth audit process. Please provide up front.

Schedule A requests begin March 15 and continue in waves.

PRO TIP: Confirming insured coverage lines and carrier contact info by March 10 will ensure the policy is in the first wave of Schedule A requests, which will help avoid extensions.

First follow up or project status email goes out from ERISAfire to account teams.

To Avoid Extensions: By May 1, account teams should ensure:

Second follow up or project status email goes out from ERISAfire to account teams with employer day-to-day contact cc’d.

PRO TIP: Use the Schedule A Tracker to—you guessed it—track Schedule A progress!

To Avoid Extensions: By June 10, ERISAfire should have all Schedules A, enrollment guides, plan documents and participant counts.

5500 drafts sent to the account team for optional review. “Form 5500 Ready for Review” email also directs to the project page where there are drafting notes, clarifying questions and compliance findings.

PRO TIP: “Ready for Signature” email goes to the employer's signer 14 days after the review email is sent to the account team.

Bulk of 5500s go to employers for signatures; completed filings filed with DOL.

Extensions filed. Extensions subject to $50 fee.

Final documents stage: Submitted Form 5500, filing confirmation and summary annual report (SAR) are uploaded to project page with email alert to employer.