For the HR staff and accounting, the processing and tracking of enrollment forms can be a nightmare. Wherever possible, we aim to reduce or eliminate the paper process.
Reporting and Online Tools
Reports available online are all real-time and can be downloaded to Excel or CSV format.
Available on your Employer Portal monthly or on your requested cycle:
Billing Statement – This report is attached to the client’s administrative invoice each month and can be used to audit participation.
Participant Account Balance – Always available on the participant portal OR statements can be posted at regular intervals to the portal.