DEPENDENT ELIGIBILITY AUDITING

DEPENDENT ELIGIBILITY AUDITING

Trust, but verify. Dependent eligibility audits are increasing in popularity as employers realize that 2% to 9% of the dependents on their plan may not meet the definition of dependent under the terms of the plan. Removing ineligible dependents will save the plan substantial amounts of money and these audits can help reduce compliance risks under ERISA and DOL guidelines. 

OUR SERVICES INCLUDE: 

  • Kick-off call and recurring status calls 

  • Introductory letter 

  • Amnesty letter 

  • Request 1 (first attempt) 

  • Request 2 (second attempt) 

  • Dependent Removal Letter 

  • Documents accepted by US Mail, Secure Fax, Secure Website Upload 

  • Full reporting and financial analysis when complete 

  • All calls tracked for analysis, quality assurance, and reporting. 

  • Call center available Monday through Friday, 9:00 a.m. to 5:00 p.m. EST

OUR GUARANTEE

  • We will save you at least the cost of our audit fees or refund the difference. 

  • Certain restrictions apply. Contact us for details.