Eligibility Tracking & Enrollment

Updated 5 months ago by Richard Phillips, EA, AIFA, CPC, CPFA, QPA, QKA

Is ERISA tracking when my employees are becoming eligible to participate in the plan?

We do assist with eligibility tracking in our system if we have the employee payroll data necessary to track eligibility against the requirements in your plan.

For example - if your plan requires employees to be age 21, we would need to receive birthdates for all employees.

Another example is if your plan requires hours of service. We would need you to submit the hours for every employee each pay period so our system can track each employees' eligibility status.

Does ERISA send my employees a notification when they are becoming eligible for the plan?

Yes! When we detect one your employees is approaching their entry date, we send them an enrollment invite email and letter. If we don't have their contact info on file, we'll reach out to you and ask for it.

If we don't have any contact info on file, you will need to reach out to employees as they become eligible and make sure they are provided the opportunity to sign up.

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