Customer Stories
Erin Oliver Benefit Designs Specialists, Inc. Camp Hill, PA
“We were audited by the Department of Labor, and we came out okay because all our documents were in order. The audit had to do with the Election Notice and the wording of the Initial Payment. An individual made his Election, but he didn’t make his Initial Payment within the required 45 days. So we terminated him and sent him a Term Letter. He tried to claim that our letter was misleading and that it said something it did not. He called the Department of Labor, and they called me. I told them I’d be happy to send them a copy of everything. I faxed it over, and they said, ‘Everything is absolutely, 100% correct.’”
“We use DataPath COBRA templates for all of our Notices. We make a couple of minor modifications here and there just for company information, never to the actual wording of the document. As far as the content, I think they are great. Each group we set up, we put their information in the headers, but that’s basically the only changes we make to the Notices.”
“Believe it or not, we used to track everything on Excel spreadsheets. All of our information was logged into the Excel spreadsheet, and we would have to go in there on a day-to-day basis and manually determine what actions to take … ‘Does this person need to be terminated? Is their payment late? Do they need a Conversion Letter?’ It was really nice when we got DPI-COBRA.”