Eligibility Tracking & Enrollment

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 elig…

Chandler Julian
Updated 2 years ago by Chandler Julian

What challenges should I watch out for with automatic enrollment?

Automatic enrollment is a great way to increase participation in your plan because your employees are automatically signed up without having to take any action. However, there are a few pitfalls to w…

Chandler Julian
Updated 3 years ago by Chandler Julian