Hello,

Can you possibly copy and paste the email into this ticket? I am unable to open the attachment.

Thank you

Traci Simpson

Good Morning Michelle and Debbie,

We are seeing a problem with changes to spouse voluntary life and AD&D coverage for Dana Neiswander (Spouse Caleb Brown) that seems to have been triggered by an employee data change.

The email string that I am forwarding has all of the history.

I am auditing the voluntary life elections. I will let you know if I find any others.

Please take a look at this issue as soon as you can.

Thank you.
Mary Phillips, CEBS
Enrollment System – Implementation Account Manager
The Benefit Services Group, Inc. | www.bsg.com
N25 W23050 Paul Road, Pewaukee, WI 53072
Phone: 262-521-5700, ext. 1037 | Fax: 262-521-5710
E-mail: Mary.Phillips@BSG.com

Wellness Council of America (WELCOA) – Gold Well Workplace Award
American Heart Association – Bronze Workplace Health Achievement
The Business Journal three-time recipient – Healthiest Employer Small Business Award

The information contained in this communication may be confidential, is intended only for the use of the recipient(s) named above, and may be legally privileged. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication, or any of its contents, is strictly prohibited. If you have received this communication in error, please return it to the sender immediately and delete the original message and any copy of it from your computer system. If you have any questions concerning this message, please contact the sender.

From: Cathi Henke
Sent: Friday, January 13, 2017 9:47 AM
To: Mary Phillips <Mary.Phillips@bsg.com>
Cc: Amy Fischer <Amy.Fischer@bsg.com>
Subject: RE: Michael Best & Friedrich - Life Insurance for Caleb Brown, Spouse of Dana Neiswander

Mary,

It seemed odd that her husband’s life amount matches her Basic Life at $87,000. There’s an issue with reinstating his coverage. Dana carries $500,000 of Voluntary Life, but I only see options for him up to $87,000. This will need to be corrected.

Cathi Henke
Client Services Specialist
The Benefit Services Group Inc. | www.bsg.com
N25 W23050 Paul Road, Pewaukee, WI 53072
Phone: 866-913-4853, option #3 | Fax: 262-574-5509

Wellness Council of America (WELCOA) – Gold Well Workplace Award
American Heart Association – Bronze Workplace Health Achievement
The Business Journal three-time recipient – Healthiest Employer Small Business Award

The information contained in this communication may be confidential, is intended only for the use of the recipient(s) named above, and may be legally privileged. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication, or any of its contents, is strictly prohibited. If you have received this communication in error, please return it to the sender immediately and delete the original message and any copy of it from your computer system. If you have any questions concerning this message, please contact the sender.

From: Mary Phillips
Sent: Friday, January 13, 2017 9:30 AM
To: Cathi Henke <Cathi.Henke@bsg.com>
Cc: Amy Fischer <Amy.Fischer@bsg.com>
Subject: RE: Michael Best & Friedrich - Life Insurance for Caleb Brown, Spouse of Dana Neiswander

I don’t know but I will report it to WorkTerra.

Thanks for the super quick response and for doing the WT clean-up.

Mary Phillips, CEBS
Enrollment System – Implementation Account Manager
The Benefit Services Group, Inc. | www.bsg.com
N25 W23050 Paul Road, Pewaukee, WI 53072
Phone: 262-521-5700, ext. 1037 | Fax: 262-521-5710
E-mail: Mary.Phillips@BSG.com

Wellness Council of America (WELCOA) – Gold Well Workplace Award
American Heart Association – Bronze Workplace Health Achievement
The Business Journal three-time recipient – Healthiest Employer Small Business Award

The information contained in this communication may be confidential, is intended only for the use of the recipient(s) named above, and may be legally privileged. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication, or any of its contents, is strictly prohibited. If you have received this communication in error, please return it to the sender immediately and delete the original message and any copy of it from your computer system. If you have any questions concerning this message, please contact the sender.

From: Cathi Henke
Sent: Friday, January 13, 2017 9:27 AM
To: Mary Phillips <Mary.Phillips@bsg.com>
Cc: Amy Fischer <Amy.Fischer@bsg.com>
Subject: RE: Michael Best & Friedrich - Life Insurance for Caleb Brown, Spouse of Dana Neiswander

Good morning. I’m not seeing any changes at open enrollment. He has had $500,000 in life for well over a year. I can reinstate it in WT.

My notes show that I adjusted her salary that day! How does that cause a change to her Spouse Life??

Cathi Henke
Client Services Specialist
The Benefit Services Group Inc. | www.bsg.com
N25 W23050 Paul Road, Pewaukee, WI 53072
Phone: 866-913-4853, option #3 | Fax: 262-574-5509

Wellness Council of America (WELCOA) – Gold Well Workplace Award
American Heart Association – Bronze Workplace Health Achievement
The Business Journal three-time recipient – Healthiest Employer Small Business Award

The information contained in this communication may be confidential, is intended only for the use of the recipient(s) named above, and may be legally privileged. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication, or any of its contents, is strictly prohibited. If you have received this communication in error, please return it to the sender immediately and delete the original message and any copy of it from your computer system. If you have any questions concerning this message, please contact the sender.

From: Mary Phillips
Sent: Friday, January 13, 2017 9:08 AM
To: Cathi Henke <Cathi.Henke@bsg.com>
Subject: Michael Best & Friedrich - Life Insurance for Caleb Brown, Spouse of Dana Neiswander

Hi,

Did Dana Neiswander make any changes to the voluntary life insurance coverage for her spouse Caleb.

I am checking for changes in the voluntary life deductions that would be effective on 1/1/2017.

I have them as originally electing

Employee Optional AD&D - Group E
$4.25
Neiswander, Dana [Employee] - $500000.00
Employee Optional Life - Group E
$14.75
Neiswander, Dana [Employee] - $500000.00
Spouse/Domestic Partner Optional AD&D - Group E
$5.00
BROWN, CALEB [Spouse] - $500000.00
Spouse/Domestic Partner Optional Life - Group E
$14.75
BROWN, CALEB [Spouse] - $500000.00
Multiple Plans
$45.50

I do not know what happed 12/22/2016 with the Employee Data Change.

Thank you.

Mary Phillips, CEBS
Enrollment System – Implementation Account Manager
The Benefit Services Group, Inc. | www.bsg.com
N25 W23050 Paul Road, Pewaukee, WI 53072
Phone: 262-521-5700, ext. 1037 | Fax: 262-521-5710
E-mail: Mary.Phillips@BSG.com

Wellness Council of America (WELCOA) – Gold Well Workplace Award
American Heart Association – Bronze Workplace Health Achievement
The Business Journal three-time recipient – Healthiest Employer Small Business Award

The information contained in this communication may be confidential, is intended only for the use of the recipient(s) named above, and may be legally privileged. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication, or any of its contents, is strictly prohibited. If you have received this communication in error, please return it to the sender immediately and delete the original message and any copy of it from your computer system. If you have any questions concerning this message, please contact the sender.

Hello Michelle,

The way the plan was built, the spouse election is 100% contingent on the Basic Life and AD&D Benefit Group E. Where it should be 100% contingent on the Employee Optional Life Group E. Can you please run an enrollment report to see who is enrolled in the EE Optional Life Group E AND the Spouse Optional Life? Once you have this information let me know.

Thank you

Hello Michelle,

We ran an audit and I see that this is only affecting the one EE that is mentioned above. I will have Development update the plan rule and run a report to ensure we are capturing everything. Please let me know if you have any questions.

Thank you

Hello Dev,

Client Michael Best Benefits has a plan Spouse Domestic Partner Optional Life- Group E the plan eligibility is contingent on the EE Optional Life- Group E plan. However, under the Cost and Coverage tab, the Determine Dependent Max Coverage Amount By Employee Election is set to 100% and Plan Design for Dependent Contingency is set to "Basis Life and AD&D Benefit Group E" the correct plan should be the "Employee Optional Life Group E".

Can you please update this? In additional can you please verify how many EE's this may be affecting.

Thank you

Hi Traci Simpson,

Due to other priority task, couldn't work on this today. We will update you once it is completed.

cc: Satya

Traci Simpson resolved issue during conference with client.