Recorded Webinars

Plan Administrators

Webinar: Open Enrollment for Flex Plans

Here is a recorded webinar detailing various enrollment methods to help you more confidently manage open enrollment for your spending accounts.

Written by Taylor Byas

Updated 6 days ago

Webinar: COBRA Remittance Reports in the Employer Portal

Here is a recorded webinar detailing what a COBRA Remittance Report is, why it's important, and how to run one in the Employer Portal as opposed to the old COBRA platform.

Written by Taylor Byas

Updated 1 week ago

Webinar: EDI Overview

Here is a recorded webinar that demonstrates how EDI streamlines communication, enhances data accuracy, and improves efficiency in managing benefits administration.

Written by Taylor Byas

Updated 1 month ago

Webinar: Non-Discrimination Testing

Here is a recorded webinar that demonstrates how to run the non-discrimination test and covers why non-discrimination testing is critical for plan compliance.

Written by Taylor Byas

Updated 2 months ago

Webinar: Uploading to the Portal

Here is a recorded webinar detailing the importance of the portal and how to upload secure files while keeping your personal information safe.

Written by Taylor Byas

Updated 4 months ago

Webinar: COBRA QB Communications

Here is a recorded webinar detailing how and where to find communications sent to COBRA Qualified Beneficiaries inside of the portal.

Written by Taylor Byas

Updated 4 months ago

Webinar: COBRA Remittance Reports

Here is a recorded webinar detailing what a COBRA Remittance Report is, why it's important, and how to run one.

Written by Taylor Byas

Updated 5 months ago

Webinar: Client Renewal Process

Here is a recorded webinar detail the client renewal process. Watch this video for a step-by-step walk through and insight into what you need for a seamless renewal.

Written by Taylor Byas

Updated 4 months ago