Lessons Learned

Peg talks about common and uncommon problems Benefits Professionals run into every day.

Whether You Have a Team or
You Do It All

Understand your legal obligations. Learn new Search Strategies. Make sure your definition of a problem covers every aspect of that problem. Identify the data that matters and understand how to use it to make better decisions.

Missing Plan Participants Part I: Identifying the Missing

There are five categories of plan participants that may be considered missing. DOL is increasingly interested in whether you have a process for finding them and whether you are actively looking for them.

Missing Plan Participants Part II: Finding the Missing

Peg discusses successful ways to search for your missing participants in each of the five categories, and what you are legally required to do when you find them.

Claims Tell a Story

Identifying the relevant data and putting it together into a report allows you to see the story.

Questions About Any of Peg's Lessons Learned?

Send your questions and/or Topic Requests to us at Support@benefitplandiagnostics.com.