Plans
All topics
- How to Add a Plan
- How to Add Plan Settings
- How to Set Up Plan Disclosures
- Setting up Plan Riders
- How to Setup Benefits Plan Rates
- How to Setup Benefits Plan Contributions
- How to Setup Eligibility Rules
- How to Setup Medical, Dental, and Vision on a Benefits Plan
- How to Setup Group/Voluntary Life and AD&D for a Benefits Plan
- How to Setup Group/Voluntary STD & LTD Plans for Benefits
- How to Set Up a Disability Plan
- How to Setup Flexible Spending Accounts (FSA)
- How to Setup HSA and HRA Plans
- How to Setup Retirement and 401K Plans
- How to set up an Employee Assistance Plan (EAP), Telehealth, Legal, or ID Theft Plan
- How to Add Commuter and Transit Benefit Accounts
- How to Setup a Primary Care Physician for a Benefits Plan
- How to Copy Eligibility or Contribution Rules from another plan