This article explains the enrollment and renewal process for different employee benefit plans, including HSA, HRA, LSA, MTA, FSA, and Commuter plans. It provides clear instructions for when renewals are required and how to manage them.
Question(s):
How do I renew or re-enroll employees in HSA plans for the new plan year?
How do I renew or re-enroll employees in HRA plans for the new plan year?
How do I renew or re-enroll employees in LSA plans for the new plan year?
How do I renew or re-enroll employees in MTA plans for the new plan year?
How do I renew or re-enroll employees in FSA plans for the new plan year?
How do I renew or re-enroll employees in Commuter plans for the new plan year?
Answer:
HSA plans are evergreen, while other plans (HRA, LSA, MTA, FSA) expire at the end of the plan year and require re-enrollment. Commuter plans do not need renewal post-enrollment.
Steps
- Identify the contribution file or payroll that you wish to reverse.
- Contact your Customer Success Manager (CSM) or the CSA team and provide the details.
For HSA and Commuter Plans:
No action is needed if employees are continuing coverage in the same HSA plan. These plans are evergreen, meaning they do not require annual re-enrollment.
For HRA, LSA, MTA, and FSA Plans:
- Navigate to Lively’s Enrollment Dashboard: Go to the Employees Tab and select Employees - Enroll Employee.
- Re-enroll employees into the future plan year by either:
- Using the Enrollment Dashboard
- Uploading or transmitting an Enrollment file that includes new enrollments for the upcoming plan year.
- Ensure all employees who wish to continue their coverage are re-enrolled before the new plan year begins, as these plans will expire once the plan year ends.
Common Issues/Troubleshooting:
- If you are unable to access the Enrollment Dashboard, ensure your account has the necessary permissions or contact Lively support for assistance.
- Avoid missing re-enrollment deadlines by setting reminders ahead of the plan year end for HRA, LSA, MTA, and FSA plans.