Dependent Eligibility Audit Guide

10 Reasons Why Leading Employers Verify Dependents to Reduce Cost and Eliminate Risk

What You’ll Learn about Dependent Eligibility Audits

Save money by focusing benefits spend on only the eligible participants

Prevent fraud and reduce the company’s overall spend and financial risk

Increase compliance with federal regulation and avoid costly penalties

What It’s About

It’s expensive to offer an employee benefits program, especially when there are dependents on your rolls that are ineligible. Rather than implementing cost-cutting measures like reducing benefits or increasing co-pays, dependent eligibility audits can identify those individuals who are not eligible to participate in a company’s benefit plan.

Join Bradley Taylor, EVP of Business Development at PlanSource as he breaks down how dependent verification works and how to implement one at your organization. In addition to teaching you his method, you’ll learn about the incredible value a Dependent Eligibility Audit can provide.

About Our Speakers

Emma Fromholz
 Benefits and Compensation

Bethany Christian Services

Emma Fromholz and Bethany Christian Services successfully completed their first dependent audit in March 2017. During the course of the audit, she learned a great deal about the subtle art of dependent verification, which she will share in the webinar.

Emma has been with Bethany Christian Services for a year and a half and has worked in HR and benefits for multinational companies for more than 5 years. She holds a Bachelor Degree in Business and Human Resources from Grand Valley State University.

Bradley Taylor
Executive Vice President,
Business Development

Bradley Taylor is responsible for building new revenue opportunities, creating strategic partnerships and facilitating the cross-selling of company-wide products, services and capabilities.

In 2004, Bradley founded Next Generation Enrollment, a leading provider of benefits administration technology services, which was acquired by PlanSource in early 2017. Prior to Next Generation Enrollment, Bradley was a group sales representative at Unum, one of the largest insurance carriers in the world. He is a graduate of Miami University of Ohio.

How Much Could You Save with a Dependent Verification Audit?

We’ve found that, on average, 6% of dependents listed on benefits plans are ineligible. What does that mean to you? $10,000? $100,000? More? Run a few scenarios on our Dependent Eligibility Savings Calculator and see how high your potential savings could be!

Show me the savings!
PlanSource Dependent Eligibility Audit Projected Savings Calculator

Request a Dependent Verification Discovery Session and Quote

We’re offering a 15% discount on PlanSource Dependent Eligibility Audit services.

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