Benefit Contribution Invoicing and Reconciliation

Benefit Contribution Invoicing and Reconciliation

Managing employee and employer benefit plan contributions from multiple locations starts with a one-click process.

Multiple-location employers often struggle to administer employee and employer contributions in such a way so as to stay compliant with regulations and reconcile benefit premium payments. This administrative task can consume resources better spent elsewhere.
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How It Works

Who’s Where can take any information and calculate an employer percentage to create an invoice or location that can authorize money to be moved into a different accounts. Invoicing is a quick process that can be loaded into our system, pulled into the vendor and put into the employee account. 

The Who’s Where Solution generates “one-click” location-level invoices for timely contribution and collection of payments — avoiding unfunded plans or loss of funds associated with “pay as billed” carrier agreements.

Frequently Asked Questions

  • Are there specific vendors that you work with?

    No - we can work with any vendors who accept a file.


  • How does it manage the money per location?

    Who’s Where deducts funds at each location and then pays into the corporate office or specific plan.

  • Does our corporate office need to send out individual bills?

    No, you don’t have to send a bill based on employees who have contributions taken out of their paycheck.

One-Click Location Level Invoices

The Who’s Where Solution generates “one-click” location-level invoices for timely contribution and collection of payments — avoiding unfunded plans or loss of funds associated with “pay as billed” carrier agreements.

We provide you with the tools to consolidate data for all plans, calculate employer contributions, electronically transfer funds, and generate a file for uploading directly to the carrier or record keeper — conforming to their file specifications. Our dashboard allows easy identification of employee-level exceptions and location-level to-dos, and then lets you (or the location) take immediate action on these items, including sending automated notifications and reminders.

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The Who’s Where Solution accommodates and supports:

  • Automated electronic invoicing and funds transfer
  • Carrier file integration, conforming to their file specifications
  • New hires and termination benefit status monitoring
  • Fast and easy census file creation for health plan or other benefit plan bids

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Get Your Benefit Eligibility Product Sheet

Want to know more about our Benefit Eligibility Tracking? Download a sample product sheet below!
PRODUCT SHEET

We Accommodate Any File Specification

We accommodate any carrier file specification and have working configurations already in place for Principal, Transamerica, Lincoln, MetLife, ING, Mutual of America, Valic, TIAA and others. Watch the video to learn more!
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