Flex Knowledge
If a group terminated, and they are requesting an end of year report, what is the name of the report and where can the group find it?
What is a Monthly Balance Report found in SPA under Invoices/Reports
If a broker/PA is logging into the Employer Portal for the first time, do they need to register anywhere else first?
What is - No. As long as the email between the 2 systems (ZD/SPA) match exactly - they do not need to register anywhere else.
Do we offer NY continuation?
What is - yes! (There is no fee to add NY State Continuation but there is an increased PPPM charge at time of implementation)
What is the last item groups' need to complete to finalize a FLEX renewal?
Submit enrollments
Or if EDI: After plans pass QA
What are the options for employer contributions to an FSA?
$500 or less for any eligible participant or a dollar for dollar match over $500
Can an Employer change eligibility rules for a new hire at any time during the plan year? (outside of renewal)
What is: Yes - but this results in a $150 amendment fee
What report do I pull if a Group needs a report to show who has made payments and that have been remitted to the group?
What is Remittance Report
What is the last item groups' need to complete to finalize a COBRA renewal?
Configure COBRA if renewal only/Submit rates if renewal includes rate renewal.
Where do we terminate FLEX plans when the group is leaving COBRA Active?
Where is 'Plans tab' under each eligible FLEX plan?
What plan types are excluded from Portal Enrollments
What is HSA, any HRA?
What report do I pull to find out who is enrolled, pending, termed, or did not make elections?
What is Member Status Report/QB Summary Report
What options are there for funding HSA plans?
What are: Direct deposit, EDI, File Based, Calendar
True or False: An Employee can exceed DCA IRS maximums with multiple Employers through plan year?
What is FALSE:
Does a broker have full access if not listed as OPR?
What is no! Being listed as the broker means we can talk to that listed person about the group, but they cannot access/edit participants, view all aspects of SPA unless they are listed as an OPR
When are COBRA payments due each month?
1st of the month
What should be included in Enrollments Notes for ICHRA plans?
What is: Funding amounts, Classes/Tiers
True or False: An employee can exceed the FSA IRS maximum with multiple Employers through plan year?
What is TRUE:
With the FSA, the IRS maximum is specific to each employer's plan. If they have the full amount under employer A, then move over to employer B within the same year, they can still elect the full amount under employer B.
Where do we get a copy of a blank termination survey if someone would like a copy provided?
What is the COBRA Timeline?
What is
What type of plan works well with an ICHRA to allow Employee Contributions?
What is a PRM (Premium Reimbursement Plan)