Coronavirus & FMLA
Coronavirus Employer Toolkit
DOL Guidance & FAQ
DOL Regulations for FFCRA Paid Leave
ERISA Wrap and COVID Updates
2023 Benefit Plan Limits
ACA Census - Fully Insured (Excel)
ACA Census - Self Funded(Excel)
ACA Guide
Benefit Set Up Guide
Employee Communication Letter - Form 1095c
Employee Communication Letter - Waiver of Coverage
Employer Reporting of Health Coverage: Codes 6055 & 6056
Hours Import (Excel)
Section 6055 Reporting Workbook
Section 6056 Reporting Workbook
Certificate of Liability Insurance
Change of Address
Change of Status
Claim Dispute Form
ERISA FAQ
HR Toolkit
Leave of Absence
Marketplace Overview
Miscellaneous Fees
New Enrollment
PCORI Fees Reinstated Through 2029
Plan Runout Extension Form
Substantiation Procedures
Term TPA Services (template)
Termination
Account Funding - Authorization Form
Account Funding - Authorization Form COBRA/Direct Billing
Account Funding - Check Signature Page
Account Funding - Options
Account Funding - Sample Payment Report
ACH Invoice - Authorization Form
Banking and Debit Card Fees
About LMS
How to use LMS (Video)
Learning Management Series
LMS Course List
COBRA - About
COBRA - ARPA - Compliance - Subsidy Provisions
COBRA - ARPA - Employer Guide - Subsidy Provisions
COBRA - ARPA - Generic Packet - Event Date 10/1/19 - 3/31/21
COBRA - ARPA - Generic Packet - Event Date 4/1/21 - 9/30/21
COBRA - ARPA - Generic Packet - State Continuation
COBRA - ARPA - Running a Subsidy Report in Travisoft
COBRA - ARPA - Slide Deck - Subsidy Provisions
COBRA - ARPA - Video - Subsidy Provisions
COBRA - ARPA Model Notice - Expiration of Premium Assistance
COBRA - ARPA Model Notice - Extended Election Period
COBRA - ARPA Model Notice - General Notice and COBRA Election Notice
COBRA - ARPA Model Notice - State Continuation Notice
COBRA - ARPA Model Notice - Summary of Provision
COBRA - Eligible Products
COBRA - Employee Reporting Workbook - New Hire & Terms
COBRA - Employer Guide to COBRA
COBRA - General Information
COBRA - Implementation & Change Workbook
COBRA - Insurance Contact Employer Worksheet
COBRA - IRS Reporting
COBRA - Medicare Eligibility and COBRA + Examples
COBRA - New Hire/Term Form for Pre-Tax Benefits Worksheet
COBRA - Open Enrollment Checklist - Employee Navigator Only
COBRA - Portal How To Packet
COBRA - Portal Review Video
COBRA - Premium Direct Deposit Form
COBRA - Qualifying Events
COBRA - Requirements - Disability Extension
COBRA - Requirements - FSA and HRA
COBRA - Requirements - Medicare
COBRA Premium ACH Authorization
State Continuation - General Information
State Continuation - Sample Election Notice Letter (template)
2021 SBC - Instructions
2021 SBC - Template
ADA Accommodation
California FSA Notice Requirement
Compliance Checklist - Large Employers
Compliance Checklist - Small Employers
DOL Guide*
Employee Handbook Services
ERISA Compliance Enforcement FAQ
ERISA Wrap Documents
HHS Issues Proposed Notice of Benefit and Payment Parameters for 2021
New Form I-9 effective May 1, 2020
Premium Assistance Under Medical & CHIP
Premium Only Plans - General Info
Premium Only Plans - Non Discrimination Testing
Premium Only Plans - Non Discrimination Testing Excel
Sexual Harassment
Sexual Harassment - Employee Guide
Sexual Harassment - Illinois
Sexual Harassment - Illinois Training (PDF)
Sexual Harassment - Illinois Training (PPT)
Sexual Harassment - In the Workplace
Sexual Harassment - Interview Questions
Sexual Harassment - Investigating a Claim
Sexual Harassment - Policy
Sexual Harassment - Training Guide for Supervisors & Employers
Work from Home Guide
Wrap Documents for Welfare Benefit Plans
DCAP Discrimination Testing
Alegeus : EDI Employee Demographic Codes
Alegeus : EDI Excel Template
Alegeus : EDI Plan Account Codes
Travisoft : EDI Codes
Travisoft : EDI Excel Template
FMLA - Administration Outsourcing
FMLA - Avoid Potential Violations
FMLA - Basic Information Video
FMLA - Common Questions
FMLA - Compliance Poster
FMLA - Compliance Services Portfolio Video
FMLA - Curbing Leave Abuse
FMLA - DOL Announces Increased Civil Penalties for 2020 Video
FMLA - DOL Clarifies Employer Obligation to Designate FMLA Leave
FMLA - DOL Compliance Bulletin Video
FMLA - DOL Proposes Changes to FMLA Forms
FMLA - DOL Violations Database
FMLA - Domestic Partner Benefits
FMLA - Employee Benefit Compliance Chart Notice and Disclosure Rules
FMLA - Employee Leave Legal Rules
FMLA - Employer FMLA Contact Sheet Template
FMLA - Employer Guide
FMLA - Employer Setup Workbook
FMLA - Employer's Roadmap
FMLA - FAQ
FMLA - Federal Family and Medical Leave Policy
FMLA - Five Fast Facts Video
FMLA - Guidelines
FMLA - Leave and Employee Responsibilities Video
FMLA - Leave Expiration Sample Letter to Employee
FMLA - Non-FMLA Leave Policy
FMLA - Parent Attendance at School IEP Meetings May Qualify as FMLA Leave
FMLA - Rights for Military Families
FMLA - Rights for Nontraditional Families
FMLA - Step-by-Step Compliance Overview
FMLA - The Family and Medical Leave Act
FMLA - Tracking Log
FMLA - What do COBRA, FMLA, and HIPAA Have in Common?
FMLA - Which Federal Employment Laws Apply To My Company
FMLA & COVID - Coronavirus Relief Law Requires Paid Employee Leave Video
FMLA & COVID - DOL Q&A Video
FMLA & COVID - DOL Q&As
FMLA & COVID - New Coronavirus Relief Law Requires Paid Employee Leave
FMLA & Workers' Compensation - Compliance Overview Common Questions Answered
FMLA & Workers' Compensation - Work Comp Insights Common Questions Answered
HR Q&A - FMLA Employer Notification
HR Q&A - FMLA Maintaining Health Benefits
HR Q&A - FMLA Notice Requirements
HR Q&A - FMLA Reasons
HR Q&A - FMLA Recordkeeping
HR Q&A - FMLA Return to Job
HR Q&A - Intermittent FMLA Leave
FMLA - Certification of Employee's Serious Health Condition - WH-380-E
FMLA - Certification of Family Member's Serious Health Condition - WH-380-F
FMLA - Certification of Qualifying Exigency for Military Family Leave - WH-384
FMLA - Certification of Serious Injury or Illness of a Current Service Member - WH-385
FMLA - Certification of Serious Injury or Illness of a Veteran - WH-385-V
FMLA - Designation Notice - WH-382
FMLA - General Notice - WH1420
FMLA - Notice of Eligibility and Rights & Responsibilities - WH-381
FMLA - California Pregnancy Disability Leave Laws
FMLA - Guidelines for Arizona
FMLA - Guidelines for Arkansas
FMLA - Guidelines for California
FMLA - Guidelines for Colorado
FMLA - Guidelines for Connecticut
FMLA - Guidelines for District of Columbia
FMLA - Guidelines for Florida
FMLA - Guidelines for Hawaii
FMLA - Guidelines for Illinois
FMLA - Guidelines for Indiana
FMLA - Guidelines for Iowa
FMLA - Guidelines for Kansas
FMLA - Guidelines for Kentucky
FMLA - Guidelines for Louisiana
FMLA - Guidelines for Maine
FMLA - Guidelines for Maryland
FMLA - Guidelines for Massachusetts
FMLA - Guidelines for Michigan
FMLA - Guidelines for Minnesota
FMLA - Guidelines for Montana
FMLA - Guidelines for Nebraska
FMLA - Guidelines for Nevada
FMLA - Guidelines for New Hampshire
FMLA - Guidelines for New Jersey
FMLA - Guidelines for New York
FMLA - Guidelines for North Carolina
FMLA - Guidelines for Ohio
FMLA - Guidelines for Oregon
FMLA - Guidelines for Pennsylvania
FMLA - Guidelines for Rhode Island
FMLA - Guidelines for South Carolina
FMLA - Guidelines for Tennessee
FMLA - Guidelines for Vermont
FMLA - Guidelines for Washington
FMLA - Guidelines for Wisconsin
FAQ
FSA with Rollover*
General Information*
Important Changes to FSA Plans
OTC & Menstrual Products FAQ
Payroll Stuffer 1
Payroll Stuffer 2
Rollover vs Grace Period*
Specialty HRA Plans
Benefits Card Best Practices
Data Form
HRA Comparison*
HRA SBC Sample
ICHRA and the Employer Mandate
Individual Coverage HRA (ICHRA)
Information & Benefits*
QSEHRA vs ICHRA
Qualified Small Employer HRA (QSEHRA)
Rule Revision 2016
Spousal MERP - IRS Decision
ICHRA Toolkit
Account & Routing Numbers
Avidia HSA Contribution File for 11+ employees
Avidia HSA Contribution Options
Contribution Manager Guide - HSA Funding
How to fund HSAs
HSA 2022 Limits*
HSA Account General Information
HSA Contribution Form (mail to Avidia Bank)
HSA Employer Contribution Correction Form
HSA Implementation Checklist
HSA Investments - General Information
HSA Presentation
HSA Services Portfolio
Summary of HSA Features - needs to be customized
Wealthcare Saver - Employer Contribution Form
Discrimination Testing
Discrmination Testing - 2% S-Corp Shareholders
Employer Setup Workbook - All Benefits
Section 105 Discrimination Testing Worksheet
Substantiation Procedure
Employer Set Up Workbook ACA Reporting
Employer Setup - COBRA
Employer Setup - COBRA - Ease - Excel
Employer Setup - COBRA - Ease - Questions
Employer Setup - COBRA - EE Nav - Questions
Employer Setup - COBRA - Manual - Excel
Employer Setup Workbook - Commuter
Employee Navigator Employer Set-Up Census
Employee Navigator Employer Set-Up Form
Employer Setup Workbook - FMLA
Employer Setup Workbook - FSA
Employer Setup Workbook - EBHRA
Employer Setup Workbook - HRA
Employer Setup Workbook - ICHRA
Employer Setup Workbook - QSEHRA
Employer Setup Workbook - HSA
Implementation - LSA
Employer Setup Workbookk - PCORI
Employer Setup Workbook - POP/Wrap
Lifestyle FAQ
Lifestyle Flyer
About
Employee Reporting Form
Employer Reporting Form
Fact Sheet
COBRA Open Enrollment Checklist - Employee Navigator Only
Commuter Benefits Open Enrollment Quick Links
FSA Open Enrollment Census
FSA Open Enrollment Quick Links
HRA Open Enrollment Quick Links
HSA Investments Quick Links
HSA Open Enrollment Quick Links
Open Enrollment Campaign
Open Enrollment Census
Open Enrollment FAQ
About Student Loan Reimbursment Account
Mobile App
Mobile App FAQ
Mobile Pay
Mobile Pay FAQ
Terms of Service - 5500
Terms of Service - Benefits Card / Debit Card
Terms of Service - Business Associate Agreement
Terms of Service - COBRA
Terms of Service - FSA
Terms of Service - General Terms & Conditions of Service
Terms of Service - HRA
Terms of Service - HRIS & ACA Reporting
Terms of Service - HSA
Terms of Service - Non Discrimination Testing
Terms of Service - Time & Attendance
Terms of Service - Transit
District of Columbia Employers
New Jersey Employers
New York City Employers
Rideshare
San Francisco/Bay Area Employers
Seattle Employers
Adding New Employee
Adding PQB
Ease Central - Configuration Report
Employee Navigator COBRA Report
Employer Login
Policy and Procedures Manual
PQB Detail Report
Premium Disbursements Report
Termination Guide
Viewing Documents
Consolidated Billing Report
EN YouTube Channel
HR Advanced Training (requires name & email)
HR Basic Training (requires name & email)
HR Training Checklist
Life Event Changes
New User Training
Employer Portal User Guide
Employer User Guide
Enrollment Manager Guide
How to add a Dependent
How to add Direct Deposit Information
How to add Payroll Deposits
How to order a Debit Card
How to Retrieve Secure Messages - LUXSCI
How to Run a Claims Based Funding Report
How to Run a Claims Based Funding Report - Holiday Schedule
How to Run an Employer Disbursement Report
How to Run Reports
How to Update an Address
How to Update Employee Status
How to use the Contribution Manager (HSA, Commuter or DCAP)
COBRA Do's & Don'ts
Compliance - Pay or Play
HRA Services
HRA Video
HSA
Premium Only Plans
Wellness
Accessing Benefit Account Reports
Navigating the Employer Portal
Uploading Contributions & Payroll Deposits
Mental Health Toolkit
Wellness Program
Hand Hygiene
Housekeeping in the Workplace
Reduce Workplace Stress
Tips for Preventing Slips, Trips and Falls in the Workplace