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Accurately selecting clients’ ERISA status is key for smooth group implementation

Large Group, Small Group, National | CO, CT, IN, KY, ME, MO, NH, NV, OH, VA, WI, CA, GA, NY-DOWNSTATE, NY-UPSTATE

Selecting the accurate ERISA status for each new and renewing group client is essential for a smooth implementation. It’s also a critical step for complying with federal regulations related to employee benefit plans such as:

  • claim timeliness requirements.
  • how appeal rights and notices are applied.
  • providing language and translation support.
  • which statutory and regulatory mandates apply.
  • accurate communication to regulators.
  • legal and regulatory compliance.

Please review this document to learn more about ERISA statuses and how to determine what’s right for your clients.

To help in this process, we’ve updated all group applications to include additional questions regarding the group’s ERISA status. We've also enhanced our internal systems so we can accurately include each clients' ERISA status in our records.

If you have any questions, please reach out to your Anthem representative.