Technology

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:

• Payment Register – includes manual checks issues AND direct deposits; date range can be specified.
• Participant Summary Report – YTD totals for each participant
• Debit Card – Card status, transactions and substantiation status

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.