test 401k employer setup


Compliancedashboard and this questionnaire are accessible through the latest, supported version of your preferred browser.
The answers provided in the following Employer Demographics Questionnaire will be used by Compliancedashboard to customize its services and provide material relevant to an individual plan sponsor (employer). Compliancedashboard will rely on the answers to the questions below to establish a compliance calendar and provide compliance reminders to this employer.

An overview of the employer requested information can be found here.

There are four sections to this questionnaire:
Section 1: Build and Define Employer
Section 2: Build and Define Benefit Plan(s)
Section 3: Build and Define User(s)
Section 4: Getting Started

STEP 1: START NOW >>

Compliancedashboard and this questionnaire are accessible through the latest, supported version of your preferred browser. Please note, IE8 is not a supported version of Internet Explorer and is not compatible with Compliancedashboard.

An overview of the employer information that will be needed to complete this questionnaire can be found here.

Contact Information

Please indicate the point person at your company that we should contact if there are questions about this setup.

Build Employer

This section will ask for basic company information.

Enter the employer name. This should be the company that sponsors the group benefit plan(s).
Enter the employer/company address.
Enter the employer/company phone number.
This can be an estimate. Full-time employees and part-time employees each count as one. Please note that you may be asked for additional employer size information later in the questionnaire.

Click on the Step 2 arrow below to Build and Define Benefit Plan(s)

Step 2: Build and Define Benefit Plans

Choose Compliance RequirementsSection-Hidden

What Compliance Requirements Should Be Placed on This Employer's Dashboard?

Please Note: There is a separate charge for each type of Dashboard. You should ensure that your contract and fee schedule matches the requirements chosen.

The health plan dashboard also provides options for adding certain compliance reminders for other welfare benefit plans.
If you are not adding 401(k) requirements to this employer's dashboard now, indicate below who the employer should contact if they later wish to add the 401(k) module.

Define Plan Type - Hidden

Define Plan Sponsor

Indicate the type of plan sponsor below.

Private sector employers include C Corps, S Corps, Partnerships, LLCs, Not-for-Profits, or other employers engaged in the private sector.
Nonfederal government employers include state government, state funded hospitals, local government or schools.
Church employers include churches, conventions or associations of churches that are exempt from tax under Code §501.

Build Health Plan Section-Hidden

Build Group Health Plan Dashboard

This section will ask for basic information about the group health plan.

Employer Size

Some federal laws apply to an employer or an employer's benefit plan based on the number of employees that are in the plan or work for the employer. Please read this section carefully because each question may ask for slightly different information.

Several statutes aggregate all employers within a controlled group for purposes of determining employer size. In this case, the controlled group rules in section 414(b) of the Internal Revenue Code apply. If you are uncertain whether your company is part of a controlled group, please check with your attorney or tax accountant.

CHECK ALL CATEGORIES THAT APPLY

Employed 15 or MORE employees for each working day in at least 32 calendar weeks in the BOTH the current AND preceding calendar year. Full-time and part-time employees each count as one employee. Controlled Group rules apply.
Employ at least 50 full-time employees (working 30 hours or more per week), including full-time equivalents (FTEs) on business days during the preceding calendar year. An FTE is calculated by aggregating the number of hours of service for employees who are not full-time (but no more than 120 hours for any one employee) and dividing that number by 120. Controlled Group rules apply.
Employ 50 or more employees for each working day in 20 or more workweeks in the current or preceding calendar year. Full-time and part-time employees each count as one employee. Companies that meet the Integrated Employer Test must be counted as one company.
Employed an average of 51 or more employees on business days during the preceding calendar year. Full-time and part-time employees each count as one employee. Controlled Group rules apply.
Employed an average of 100 or fewer employees on business days during EITHER of the TWO preceding calendar years. Full-time and part-time employees each count as one employee.
Employed an average of 101 or more employees on business days during the preceding calendar year. Full-time and part-time employees each count as one employee. Controlled Group rules apply.
Employed 201 or more full-time employees. For this question only, the definition of full-time is defined as any employee who is considered full-time by the employer. Controlled Group rules apply.
Filed 250 or more W-2s in the preceding calendar year. Include all employees who received a W-2 from the employer in the preceding calendar year.

Plan Funding

Indicate below the funding used by the plan.

A self-insured plan does not use insurance to pay health benefits. However, the plan or its sponsor may purchase stop-loss insurance. A fully insured plan provides benefits solely through health insurance coverage.

Check both Self-Insured and Fully Insured to add requirements for both types of plan funding to this employer's dashboard.

Plan Anniversary

Select the plan anniversary date of the group health plan from the drop down list. This is in a MM/DD format.

Other Group Health Plan Information

Check all that apply.

An employer is generally subject to COBRA if it employed 20 or more full-time equivalent employees on a typical business day during the preceding calendar year.
Employers that have access to Protected Health Information (PHI), beyond summary health information and enrollment information, must comply with HIPAA Privacy and Security requirements. Typically, a fully insured plan does not have access to PHI and a self-funded plan does have access to PHI, although this can vary by employer.
This is sometimes referred to as a "Premium Only Plan" (POP).

Section Header Divider for Plan Participant Option-Hidden

Please note that this is asking for employee plan participants and not just number of employees. Count employee plan participants and former employee plan participants (such as COBRA participants), but do not include spouses or dependents.

Section Heading Restarting Group Health Plan-Hidden

Trusts may be established to separate employer or employee funds that are used by the group benefit plans. However, most employers do not establish trusts and simply pay plan expenses out of their general assets.

Define Group Health Plan Dashboard

In this section you will define the status, provisions and coverage available through the group health plan.

Grandfathered Status

If you want requirements for both types of plans added to this employer's dashboard, indicate that the plan is both Grandfathered and Non-Grandfathered plan.

Section Heading Divider for Primary Care Provider Option-Hidden

Does the group health plan require designation of a Primary Care Provider (PCP) for referral purposes?

Section Heading Restarting Group Health Plan-Hidden

Group Health Plan Coverage

Indicate below the coverage that is available through this group health plan. Check all that apply.

Check this box even if the clinic is not located on the employer's premises.
Only check this box if the employer sponsors a standalone retiree-only medical plan (whether insured or self-funded) that covers no current employees.

Other Welfare Benefit Plans

Compliance activities can be added for other group welfare benefits, such as dental, vision, life and disability. These activities should only be added if the welfare plan has a different plan anniversary than the group health plan. These activities remind the employer to complete:

  1. Open Enrollment;
  2. Form 5500 (if required);
  3. Summary Annual Report (if required)

Remember: Only add compliance activities if the welfare benefit plan has a different plan anniversary date than the group health plan.

There are no other questions for Welfare Benefit Plan(s).

You have completed building and defining the group health plan dashboard.

Please complete the 401(k) section below.

Please complete the 401(k) section below.

Open Enrollment Compliance Activity

The Open Enrollment compliance activity reminds the employer to perform enrollment activities, such as distributing enrollment materials, summary plan descriptions and other required notices.

To add this activity, indicate the plan anniversary dates that apply to the other welfare benefit plan(s).

If two plans have the same anniversary date, you simply need to mark one date. For example, If the Dental and Vision Plans both have an April 1 plan anniversary date, click "Yes" below Open Enrollment: April 1 Anniversary.

Mark all of the anniversary dates that apply to the other welfare benefit plans.

Additional information is required to continue.
Please answer the two questions below

Please note that this is asking for employee plan participants and not just number of employees. Count employee plan participants and former employee plan participants (such as COBRA participants), but do not include spouses or dependents.
Trusts may be established to separate employer or employee funds that are used by the group benefit plans. However, most employers do not establish trusts and simply pay plan expenses out of their general assets.

There are no other questions for Welfare Benefit Plan(s).

You have completed building and defining the group health plan dashboard.

Please complete the 401(k) section below.

Complete the 401(k) section below.

Form 5500 Compliance Activity

The Form 5500 compliance activity reminds the employer to complete and submit the Form 5500 to the Department of Labor on an annual basis
To add this activity, indicate the plan anniversary dates that apply to the other welfare benefit plan(s). If two plans have the same anniversary date, you simply need to mark one date. For example, if your Dental and Vision Plans both have a April 1 plan anniversary date, click "Yes" below Form 5500: April 1 Anniversary. Mark all of the anniversary dates that apply to your other welfare benefit plans.
Please note: A separate Form 5500 DOES NOT need to be filed if a plan is combined with the health plan in a "mega-wrap" or "umbrella" document, which allows all combined plans to be filed under a single Form 5500. In addition, this activity will not apply to plans sponsored by government or church employers.

Additional information is required to continue
Please answer the question below

There are no other questions for Welfare Benefit Plan(s).

You have completed building and defining the group health plan dashboard.

Please complete the 401(k) section below.

Please complete the 401(k) section below.

Summary Annual Report (SAR) Compliance Activity

The SAR is a written summary of the Form 5500. The SAR compliance activity reminds the employer to distribute this form to employees and participants.

To add this activity, indicate the plan anniversary dates that apply to the other welfare benefit plan(s). If two plans have the same anniversary date, you simply need to mark one date. For example, If your Dental and Vision Plans both have a April 1 plan anniversary date, click "Yes" below Form 5500: April 1 Anniversary. Mark all of the anniversary dates that apply to your other welfare benefit plans.

Please note: A SAR must only be distributed if a Form 5500 was filed and the plan is fully insured or plan assets are held in a trust. In addition, this activity will not apply to plans sponsored by government or church employers.

There are no other questions for Welfare Benefit Plan(s).

You have completed building and defining the group health plan dashboard.

End SAR - complete 401k - Hidden

Please complete the 401(k) section below.


Build a 401(k) Plan Dashboard

This section will ask for basic information about the 401(k) plan.

Select the plan anniversary date of the 401(k) plan from the drop down list. This is in a MM/DD format.

Deposit Employee Payroll Deferrals

Compliancedashboard will send an email reminder to the employer after a payroll to help ensure the employer's timely deposits of any employee deferrals withheld from pay and/or any matching contributions. These reminders can be aligned with the employer's payroll cycles.

Weekly or Bi-Weekly Payroll
If the employer has a weekly or bi-weekly payroll, select one of the reminder options below.
This cycle will begin with the first Friday that occurs in January of the current year.
This cycle will begin with the second Friday that occurs in January of the current year.
Monthly or Semi-Monthly Payroll
If the employer has a monthly payroll, choose one of the options below.
If the employer has a semi-monthly payroll, choose both of the options below.

Notice of Distribution Options for Terminated Employees

Compliancedashboard will send out periodic reminders to the employer to ensure the employer provides terminated employees who are plan participants with a notice that includes a general description of the various distribution options offered under the plan.

Choose an option below to send out the reminders

Define 401(k) Plan Dashboard

In this section you will define the provisions and type of 401(k) plan.

Plan Documents

Plan sponsors may utilize different options to ensure the plan document is written to comply with all requirements in the Internal Revenue Code. Indicate below the method used by this plan sponsor (employer) for creating and maintaining plan documents.

For example, a prototype document or a volume submitter plan document.

Plan Cycle

To formally request a determination letter for an individually designed plan, the plan sponsor should file IRS Form 5300 during the time period (referred to as a "Cycle") specified in IRS guidance.
Please indicate the plan cycle below.

End of Cycle: January 31, 2012
End of Next Cycle: January 31, 2017
Last Digit of Plan Sponsor EIN: 1 or 6
and plans under special Cycle A controlled group election
End of Cycle: January 31, 2013
End of Next Cycle: January 31, 2018
Last Digit of Plan Sponsor EIN: 2 or 7
and multiple employer plans
End of Cycle: January 31, 2014
End of Next Cycle: January 31, 2019
Last Digit of Plan Sponsor EIN: 3 or 8
and governmental plans
End of Cycle: January 31, 2015
End of Next Cycle: January 31, 2020
Last Digit of Plan Sponsor EIN: 4 or 9
and multiemployer plans
End of Cycle: January 31, 2016
End of Next Cycle: January 31, 2021
Last Digit of Plan Sponsor EIN: 5 or 0
and multiemployer plans

Traditional or Safe Harbor Plan

In this section you will define the status, provisions and coverage available through the 401(k) plan.

Contributions under a traditional 401(k) plan must meet specific nondiscrimination requirements.
This includes the Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) tests to verify that deferral contributions and employer matching contributions do not discriminate in favor of highly compensated employees.

Automatic Enrollment

Automatic enrollment allows an employer to automatically deduct elective deferrals from an employee's wages, unless the employee makes an election to not contribute or to contribute a different amount.

The Qualified Default Investment Alternative (QDIA) enables employers to limit liability when they select default investments for workers who do not direct their own investments.

Investment Direction

You have completed building and defining the 401(k) plan dashboard.

Click on the Step 3 arrow below to Build and Define User(s)

EDIT USERS

To edit, add, or delete users, click the Edit Users button.
Please Note: this will open a new tab in your browser. When you have completed editing users, return to this tab to make any additional changes to the dashboard setup.

Step 3: Build and Define Users

Section

Build User (1)

This section will ask for basic user information.

Enter the user's first name.
Enter the user's last name.
Enter the user's email address. Please note that a user's email address will serve as his or her "User ID" when signing on to Compliancedashboard.
Indicate the date this user should have access to Compliancedashboard.

Define User (1)

You may enter four types of users on Compliancedashboard:
1. The BENEFIT ADMINISTRATOR is responsible for completing compliance activities, such as distributing notices, administering plan provisions, etc. This user WILL receive emails from Compliancedashboard notifying him or her that it is time to complete an activity.
2. The HR MANAGER oversees the compliance activities of the Benefit Administrator(s) and has certain administrative tools to run reports, update profiles, etc. This user will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
3. The BLENDED USER will function as a Benefit Administrator and will also have access to the administrative tools of the HR Manager.
4. The RESEARCH ONLY USER can access the site to perform research, but will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
You will be given the option of entering multiple users for each user type.

Mark the appropriate user type below. You may only mark one user type for each user.
If this employer only has one user, the user must be a Blended User. See the definitions above if you need more information on user types.
401(k) users may also have fiduciary roles under an ERISA-regulated plan. These include:
The PLAN ADMINISTRATOR is defined under ERISA Section 3(16) as the individual, or entity responsible for overall operation of an employee benefit plan. The Plan Administrator serves in a fiduciary capacity on behalf of the plan’s participants and its beneficiaries.
The PLAN TRUSTEE is an individual or group of individuals, or entity, who hold the assets of the plan in a trust. Trustees are either designated in the plan document or appointed by another fiduciary, typically the sponsor of the benefit plan. The trustees usually have exclusive authority and discretion over the management and control of plan assets unless the plan document provides otherwise.
The BENEFIT COMMITTEE CHAIRPERSON generally creates a Benefits Committee and then delegate many of the plan governance and plan administration responsibilities to committee members. These members have either been nominated and elected or appointed to serve in this capacity. From this group, a Chairperson will be elected to manage and direct the activities of the committee, as well as any activities performed by subcommittees, authorized to be formed under the committee by-laws.
The HUMAN RESOURCES DIRECTOR is responsible for directing all of the people and functions of the organization in accordance with the policies and practices of the organization, the ethical and social consciences of business and society, and the laws, regulations and administrative rulings of governmental agencies and other regulatory and advisory authorities and organizations.
You may mark more than one fiduciary role.
An employer's Dashboard calendar is set-up according to its plan year.

Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Prior To Start" status indicating no response is required from the user. However, the user can review the activities at any time.

Mark the "Complete Setup (User 1)" check box below to proceed with the questionnaire.
Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Past Due" status indicating a response is required from the user. After the user logs in and accepts the user agreement, he or she will begin receiving email reminders to complete the past due activities. The user will continue to receive these emails until the activities are marked as complete.
If the only user is a BENEFIT ADMINISTRATOR, the company will not have administrative access to certain tools and reports.

To include these functions, change this user to a BLENDED USER, or add a second user that is either an HR MANAGER or a BLENDED USER.

Please note that the same person cannot have two user types; however, the BLENDED USER role provides the functionality of the BENEFIT ADMINISTRATOR and the HR MANAGER.

If you do not wish to add any more users, follow the instructions below.

If there is only one user, the user type must be a BLENDED USER or a BENEFIT ADMINISTRATOR.

Correct the user type above or add a second user

Build User (2)

This section will ask for basic user information.

Enter the user's first name.
Enter the user's last name.
Enter the user's email address. Please note that a user's email address will serve as his or her "User ID" when signing on to Compliancedashboard.
Indicate the date this user should have access to Compliancedashboard.

Define User (2)

You may enter four types of users on Compliancedashboard:
1. The BENEFIT ADMINISTRATOR is responsible for completing compliance activities, such as distributing notices, administering plan provisions, etc. This user WILL receive emails from Compliancedashboard notifying him or her that it is time to complete an activity.
2. The HR MANAGER oversees the compliance activities of the Benefit Administrator(s) and has certain administrative tools to run reports, update profiles, etc. This user will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
3. The BLENDED USER will function as a Benefit Administrator and will also have access to the administrative tools of the HR Manager.
4. The RESEARCH ONLY USER can access the site to perform research, but will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
You will be given the option of entering multiple users for each user type.

Mark the appropriate user type below. You may only mark one user type for each user. If an employer only has two users, one user must be a Benefit Administrator or a Blended User; and the other user must be an HR Manager or a Blended User.
Beyond this restriction, you may enter multiple users for each user type.
An employer's Dashboard calendar is set-up according to its plan year.

Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Prior To Start" status indicating no response is required from the user. However, the user can review the activities at any time.

Mark the "Complete Setup (User 2)" check box below to proceed with the questionnaire.
Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Past Due" status indicating a response is required from the user. After the user logs in and accepts the user agreement, he or she will begin receiving email reminders to complete the past due activities. The user will continue to receive these emails until the activities are marked as complete.
If the users entered are not HR MANAGERS or BLENDED USERS, the company will not have administrative access to certain tools and reports.

To include these functions, change the user type of one of the users, or add a third user that is either an HR MANAGER or a BLENDED USER.

Please note that the same person cannot have two user types; however, the BLENDED USER role provides the functionality of the BENEFIT ADMINISTRATOR and the HR MANAGER.

If you do not wish to add any more users, follow the instructions below.

If there are only two users, one user type must be a BLENDED USER or BENEFIT ADMINISTRATOR.

Correct the user type above or add a third user

Build User (3)

This section will ask for basic user information.

Enter the user's first name.
Enter the user's last name.
Enter the user's email address. Please note that a user's email address will serve as his or her "User ID" when signing on to Compliancedashboard.
Indicate the date this user should have access to Compliancedashboard.

Define User (3)

You may enter four types of users on Compliancedashboard:
1. The BENEFIT ADMINISTRATOR is responsible for completing compliance activities, such as distributing notices, administering plan provisions, etc. This user WILL receive emails from Compliancedashboard notifying him or her that it is time to complete an activity.
2. The HR MANAGER oversees the compliance activities of the Benefit Administrator(s) and has certain administrative tools to run reports, update profiles, etc. This user will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
3. The BLENDED USER will function as a Benefit Administrator and will also have access to the administrative tools of the HR Manager.
4. The RESEARCH ONLY USER can access the site to perform research, but will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
You will be given the option of entering multiple users for each user type.

This user may be any user type listed below. You may only mark one user type for each user.

An employer's Dashboard calendar is set-up according to its plan year. Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Prior To Start" status indicating no response is required from the user. However, the user can review the activities at any time.

Mark the "Complete Setup (User 3)" check box below to proceed with the questionnaire.
Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Past Due" status indicating a response is required from the user. After the user logs in and accepts the user agreement, he or she will begin receiving email reminders to complete the past due activities. The user will continue to receive these emails until the activities are marked as complete.
If the users entered are not HR MANAGERS or BLENDED USERS, the company will not have administrative access to certain tools and reports.

To include these functions, change the user type of one of the users, or add a fourth user that is either an HR MANAGER or a BLENDED USER.

Please note that the same person cannot have two user types; however, the BLENDED USER role provides the functionality of the BENEFIT ADMINISTRATOR and the HR MANAGER.

If there are only three users, one user type must be a BLENDED USER or BENEFIT ADMINISTRATOR.

Correct the user type above or add a fourth user

Build User (4)

This section will ask for basic user information.

Enter the user's first name.
Enter the user's last name.
Enter the user's email address. Please note that a user's email address will serve as his or her "User ID" when signing on to Compliancedashboard.
Indicate the date this user should have access to Compliancedashboard.

Define User (4)

You may enter four types of users on Compliancedashboard:
1. The BENEFIT ADMINISTRATOR is responsible for completing compliance activities, such as distributing notices, administering plan provisions, etc. This user WILL receive emails from Compliancedashboard notifying him or her that it is time to complete an activity.
2. The HR MANAGER oversees the compliance activities of the Benefit Administrator(s) and has certain administrative tools to run reports, update profiles, etc. This user will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
3. The BLENDED USER will function as a Benefit Administrator and will also have access to the administrative tools of the HR Manager.
4. The RESEARCH ONLY USER can access the site to perform research, but will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
You will be given the option of entering multiple users for each user type.

This user may be any user type listed below. You may only mark one user type for each user.

An employer's Dashboard calendar is set-up according to its plan year. Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Prior To Start" status indicating no response is required from the user. However, the user can review the activities at any time.

Mark the "Complete Setup (User 4)" check box below to proceed with the questionnaire.
Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Past Due" status indicating a response is required from the user. After the user logs in and accepts the user agreement, he or she will begin receiving email reminders to complete the past due activities. The user will continue to receive these emails until the activities are marked as complete.
If the users entered are not HR MANAGERS or BLENDED USERS, the company will not have administrative access to certain tools and reports.

To include these functions, change the user type of one of the users, or add a fifth user that is either an HR MANAGER or a BLENDED USER.

Please note that the same person cannot have two user types; however, the BLENDED USER role provides the functionality of the BENEFIT ADMINISTRATOR and the HR MANAGER.

If there are only four users, one user type must be a BLENDED USER or BENEFIT ADMINISTRATOR.

Correct the user type above or add a fifth user

Build User (5)

This section will ask for basic user information.

Enter the user's first name.
Enter the user's last name.
Enter the user's email address. Please note that a user's email address will serve as his or her "User ID" when signing on to Compliancedashboard.
Indicate the date this user should have access to Compliancedashboard.

Define User (5)

You may enter four types of users on Compliancedashboard:
1. The BENEFIT ADMINISTRATOR is responsible for completing compliance activities, such as distributing notices, administering plan provisions, etc. This user WILL receive emails from Compliancedashboard notifying him or her that it is time to complete an activity.
2. The HR MANAGER oversees the compliance activities of the Benefit Administrator(s) and has certain administrative tools to run reports, update profiles, etc. This user will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
3. The BLENDED USER will function as a Benefit Administrator and will also have access to the administrative tools of the HR Manager.
4. The RESEARCH ONLY USER can access the site to perform research, but will NOT be required to complete compliance activities and will not receive emails from Compliancedashboard.
You will be given the option of entering multiple users for each user type.

This user may be any user type listed below. You may only mark one user type for each user.

An employer's Dashboard calendar is set-up according to its plan year. Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Prior To Start" status indicating no response is required from the user. However, the user can review the activities at any time.

Mark the "Complete Setup (User 5)" check box below to proceed with the questionnaire.
Activities that fall between the beginning of the plan year and the user’s start date will reflect a "Past Due" status indicating a response is required from the user. After the user logs in and accepts the user agreement, he or she will begin receiving email reminders to complete the past due activities. The user will continue to receive these emails until the activities are marked as complete.
You can add as many users as necessary for this employer; however, you can only add a total of 5 users through this online tool. To add additional users, simply click on this email link to generate an email to our administrative staff: admin@compliancedashboard.net

In the body of the email include:

  1. Your name
  2. Your email address
  3. The employer's name
  4. The total number of users you wish to add for this employer

You will be contacted to gather the information necessary to add more users.

If the users entered are not HR MANAGERS or BLENDED USERS, the company will not have administrative access to certain tools and reports.

To include these functions, change the user type of one of the users, or add a sixth user that is either an HR MANAGER or a BLENDED USER.

Please note that the same person cannot have two user types; however, the BLENDED USER role provides the functionality of the BENEFIT ADMINISTRATOR and the HR MANAGER.

If there are only five users, one user type must be a BLENDED USER or BENEFIT ADMINISTRATOR.

Correct the user type above or add a sixth user

When you have completed building/editing users, click on the Step 4 arrow below to go to the final section and submit or update your information