Serving clients together now, for tomorrow

We’ll package your benefits rules, information and actions and lend our expertise for your Affordable Care Act (ACA) 1095 reporting.

Services include:

• Consultative support
• Employee education advocacy
• Form 1095 print and fulfillment services
• For 1094/1095 IRS transmittal

We manage your administrative needs as an extension of your benefits department. We offer a combination of traditional and technical support solutions, including:

• Interactive implementation process
• Custom developed employee communications
• Enrollment coordination with flexible enrollment options
• Carrier eligibility management
• Toll-free employee and HR support
• Coordination of payroll/HRIS and insurer interfaces
• Insurer invoice reconciliation, cost accounting and payment support
• FSAs, HSAs, HRAs, commuter administration
• COBRA and direct billing (retiree or leave of absence) administration

We operate a cloud-based “virtual,” U.S.-based contact center. Our operations can be easily scaled up or down through real-time system and resource management. Our skills-based technology, when blended with subject-specific training, ensures your employees are consistently exposed to a meaningful service experience.

Employee benefits contact center service highlights:

• High service standards to keep wait times down and reduce the likelihood of hang ups
• Tracked inquiries with one, five and 15-day case resolution periods
• Unit-based specialists and managers who assist call agents with complicated inquiries and escalations
• Case resolution system for service transparency
• Optional caller surveying, caller recording and scalable services and skills
• Automated Call Distribution (ACD) system for getting skilled help to callers quickly and assist in call-backs
• Optional private label experience

Our dedicated billing unit provides clients with resources dedicated to the specialized tasks of reporting, reconciling, auditing and paying monthly insurance costs. Our systems are configured to match rate and eligibility rules and deliver on the client’s internal financial controls the way you need them.

Centralized billing services include:

• Customized billing reports
• Data organized by unique criteria, such as department, location or branch
• Summary benefit report of monthly premiums
• Year-to-date summation of carrier premiums
• Invoice auditing with month-to-month discrepancy reporting
• Open communication with vendors
• Secure, 24/7 online access to billing reports

The comprehensive approach followed by Baker Tilly Vantagen is designed to provide you with the administrative duties associated with COBRA to ensure timely, accurate services.

COBRA administrative services include:

• Direct monthly invoicing
• Online account access for the employer and participants
• Online enrollment and open enrollment
• Electronic payment options (credit card; direct debit)
• Toll-free employee and HR support
• Specialized and automatic participant-level communications, including initial notices, election notices, change notices, late payment notices and termination notices
• Automated and on-demand reporting
• Full carrier eligibility management
• Automated data integrations
• Qualifying life event processing

We provide these specialty services to better connect your employee community to their benefit options. Well-informed employees make smarter decisions when it comes to selecting and utilizing their benefits. We design custom employee communications materials to effectively highlight key elements of your benefits program.

Communications services include:

• Strategic planning
• Incorporation of your visual branding and identity
• Letters, guidebooks, “What’s New” flyers, email blasts and more!
• Development of simplified content based on carrier information
• Access to an extensive image library for print and web-based communications
• Vendor management (professional printing, translation services, etc.)

We help employers build well-informed commuter benefit participation which allows employees to set aside

pre-tax funds to use for eligible transit and parking expenses related to their work commute, governed by IRC

Section 132.

Commuter benefits services include:

• Ease of use through card payment
• Card mobile wallet compatibility
• Real-time account balance via myFlexDollars® online portal or mobile app
• Online portal and mobile app claim submission
• Automated payment features including both debit card and direct deposit

Card convenience, timely reimbursement and expert, intelligent expense adjudication reflect the overall quality of your benefits program while keeping in compliance with benefits legislation. Baker Tilly Vantagen helps you build a plan to ensure participants are well educated and have access to all the tools that make utilizing their healthcare or dependent care FSA account.

FSA service highlights include:

• Online myFlexDollars® portal for account balance, mobile app claim and receipt submission and overall account information
• Direct specialist and supervisor support
• Automated payment for debit card and direct deposit; overall convenient reimbursement and reoccurring claim payment options
• Ability to directly pay a provider
• Mobile eligible expense and evidence of benefits (EOB) scanner
• Industry-leading auto-substantiation performance

• Email and mobile app alert options
• Intelligent carryover technology
• Comprehensive employer forfeiture reporting
• Summary Plan Description (SPD) development
• Stackable benefits on a one-card solution
• Toll-free employee and HR support
• Participant-level communications
• Annual non-discrimination testing
• Automated payment options
• LOA highlighted services:
• Custom notices
• Billing according to LOA rules and client policies
• Return to work and balance billing coordination
• Billing-based pay period schedules
• Automated payment options

Baker Tilly Vantagen provides HRAs as a solution to help reduce the cost of providing an employer sponsored health insurance plan while maintaining the same level of coverage for their employees.

HRA services include:

• Easy to use card payment
• Lower insurance premiums for employees with high deductible health plans
• Centralized employer portal
• Specialized system that handles various HRA plan designs including deductible, coinsurance and copayment design options
• Flexible benefits that meet the needs of every situation with the ability to stack HRAs with FSAs
• Alternative HSA solutions such as adoption plans, tuition plans, lifestyle spending accounts, wellness plans and more!

Baker Tilly Vantagen helps employers find ways to offer affordable health benefits to their employees allowing employees more spending money per paycheck while they save money on out-of-pocket healthcare expenses. Baker Tilly Vantagen helps with your HSA needs with services such as:

• Secure FDIC-financial accounts
• Easy-to-use, web-based, fully integrated myFlexDollars® online and mobile app portals with 24/7 access to account information and easily monitor health spending
• Intelligent stacked debit card which coordinates with other plan enrollments based on account priority
• Paperless options for online distribution requests, direct deposit reimbursement and electronic statements

• Tax form distribution
• Direct participant-level communications
• Automated contribution/distribution setup from a personal checking and savings account
• Direct payments to providers
• Low balance alerts and IRS maximum contribution alerts
• Trusted and diverse investment account options
• Health Savings Brokerage Account (HSBA) option
• Automated investment sweep technology
• Excess contribution tracking and notification

Our Online Benefits Center is focused on giving users a simple, user-friendly experience with custom designed sites. Your specialized pages will convey specific messaging and branding to align with your business.

Online Benefits Center service highlights:

• User-friendly enrollment
• Customized colors, logos and images
• Specialized employee benefit options and pricing
• Classification control to restrict information and options to those the employee is eligible for
• Online portal for reporting qualified events, uploading proper documentation and making benefit and dependents changes
• Centralized storage of forms, benefit materials, SPDs, FAQs and more in the online portal library

We provide the tools and specialized resources to manage your retiree and leave of absence (LOA) populations properly.

Retiree highlighted services:

• Payment coordination with pension providers
• Client premium reconciliation
• Member welcome packages
• Under to over 65 communications, eligibility and support
• Automated payment options

LOA highlighted services:

• Custom notices
• Billing according to LOA rules and client policies
• Return to work and balance billing coordination
• Billing-based pay period schedules
• Automated payment options

Baker Tilly helps to produce a total rewards statement to best fit the needs of your employees and overall organization. This is done to help your organization’s strategic employee communications initiatives and increase levels of retention and employee engagement.

Total rewards statement service highlights:

• Custom statement design with your brand and identity
• Personalized welcome letter to employees
• Integration of data elements from multiple sources
• Data validation and statement “sampling” for accuracy of statement contents
• Confidential and secure handling of sensitive data
• Fulfillment of final products to preferred destinations