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Virtual
05/06/26
11:00 am

Spring Reset

How to Audit Your Benefits Data and Eliminate Costly Errors: Spring is the ideal time to take a closer look at your benefits data and ensure everything is accurate—from coverage elections to payroll deductions.

Join us on May 6 at 11:00 AM CT for a practical session with Melissa McAlister, Senior Customer Success Manager, focused on auditing your benefits administration processes. We’ll walk through how to conduct an audit of both coverage and payroll deductions, helping you identify discrepancies and ensure accuracy across your systems.

In addition, we’ll discuss the importance of understanding your plan documents—such as when age-based increases should occur and which life events allow for coverage changes. We’ll place special focus on life insurance, one of the more complex benefits to manage, so you can confidently ensure your data aligns with plan rules.

Key Takeaways:

  • How to conduct an audit of benefits coverage and payroll deductions
  • How to identify and resolve discrepancies in your data
  • Ways to research and track changes within your system
  • What to review in plan documents, including age changes and life events

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Steele Benefits is Now Part of Selerix.

Steele Benefits is now part of Selerix! Together, we deliver a comprehensive benefits administration, ACA compliance, and employee engagement solution.

We’re excited to support your next chapter!