Providing relief to you and your employees means our Team is in training - all the time.
RBA Employees receive relevant industry training and education through professional education sources such as, Thomson Reuters and EBIA (Employee Benefits Institute of America). Carrier representatives regularly update us about various products and solutions available in the market.
There is quarterly HIPAA training for all RBA employees to maintain mandated procedures protecting the privacy and security of sensitive information.
Senior Benefit Consultants hold multiple designations that include Registered Health Underwriter (RHU), Registered Employee Benefits Consultant (REBC), Certified Financial Consultant (CFC),
Group Benefit Administrators must complete the NYS Life, Accident & Health Insurance course and are licensed Insurance Agents.
COBRA Administration Specialist (CAS) is required for the Team who manage distribution of COBRA Initial Notices, as well as preparing and distributing the required paperwork to COBRA eligible individuals.
We are members of the following organizations:
- Employee Benefits Institute of America
- Employers Council on Flexible Compensation
- Self-Insurance Institute of America
- National Association of Health Underwriters (and NY chapter)
- Benefit Advisors Network industry “study” groups – one of which is Not for Profit Businesses
- Benefit Advisors Network HR Director Discussion Board, Compliance Discussion Board
Many staff members are certified in Flexible Compensation, (CFC) for Claims Administration and Customer Service, to assist our employer groups and employees in understanding the administration of their benefit plans. The CFC course must be completed after one full year of employment in a claims field and covers the following:
- Section 125 Law
- Claims Administration
- Plan Design
- Eligible Expenses
- Plan Administration
- Transportation Benefits
- Plan Discrimination Testing
- Election Changes
- Dependent Care
- Form 5500
- COB, FSA, HRA & HSA
- RA & HIPAA
- Legislative Issue
“We received an IRS Penalty Letter 226J for our 2015 ACA filing. The penalty amount was $845,000! Even though we did our reporting through our payroll, I immediately reached out to Relph Benefit Advisors for help. Lisa dropped everything and researched not only the “A” penalty but also did the background work on the “B” penalty. Lisa was in my office the very next day and we discussed our options and responses and we followed her recommendation. Lisa crafted our response Statement, completed the 14764 and re-coded all employees on the 14765. We received our response back from the IRS via Letter 227K which Lisa says is the “golden ticket”. The IRS released us from both the A and B penalty assessment, our penalty was reduced to $0.
I can’t begin to thank Lisa enough for the support and guidance she offered throughout this extremely frightening experience – she is awesome!!”
“I have been going to meetings and conferences for 20+ years and have seen many, many speakers. I always look forward to seeing Lisa Allen speak about issues that affect HR, Risk and Compliance. Lisa is an expert in her field and I always learn something useful to take back to the office. Not only does she really know what she is talking about, Lisa also makes it fun and keeps the audience engaged. It is evident that Lisa has a passion for her work and her stories and lessons are relevant to every one in the audience.”
My daughter is visiting from Germany. She has Foreign Service health insurance which is great on German soil – not too great here. She became extremely ill and I recalled reading somewhere that any family member could use Teledoc. When she hit the second day of a 102 – 103-degree temperature, I knew we had to get help. Of course, it never occurred to me to list her as a dependent when I was signing up and I didn’t know quite how to proceed or if it was even an option. I gave Relph Benefit Advisors a call for some advice.
Not only did the RBA Rep give me great advice, she helped me get IMMEDIATE service from Teledoc. That is over and above customer service. You can argue it is because we have worked together and she knows who I am, but I am going to tell you that she would have done this for any of our staff members who have Teledoc (which is a GREAT benefit anyhow – we were staring down the barrel of a couple of hundred dollars for an after hours clinic and who knows how much for an emergency room if the clinic wouldn’t see her).
You are very fortunate to have a person who understands customer service working for you in this capacity. We are very fortunate to have a person who understands customer service assigned as our representative.
Thank you for ALL the time you invest on the topics that guide our jobs.
“R-Solution provided a seamless enrollment process this year. Everything went very, very smoothly. The system is very user-friendly and easy to use.”
“Evidence shows that workplace health programs have the potential to promote healthy behaviors; improve employees’ health knowledge and skills; help employees get necessary health screenings, immunizations, and follow-up care; and reduce workplace exposure to substances and hazards that can cause diseases and injury.”
“Over the past couple of years, our Company has undergone two Department of Labor audits related to employee benefits. In both cases, Relph Benefit Advisors helped us in gathering the information and presenting to the DOL. Their expert approach and quality people made a difficult task manageable.”
“Wanted to take a minute to thank you for all your work with our renewals, open enrollment and our meetings yesterday. It is truly a pleasure to work with you and I totally appreciate your good work and professionalism.”
“R-Solution provided a seamless enrollment process this year. Everything went very, very smoothly. The system is very user friendly and easy to use.”
“There was a certain amount of anxiety as the end of the year approached and we knew that as an organization we had to comply with the ACA reporting guidelines and deadlines.
Our minds were quickly eased. Relph Benefit Advisors did a fantastic job with the 1095-C reporting. They kept us in the know during the whole process, from the initial data file all way through to the day they were being mailed.
We could not have asked for more.”
“Hi Adora, I just wanted to let you know and pass the word on to the Relph people that the enrollment web site was one of the easiest and user friendly that I have ever used. It was great not to be lost after a couple of clicks. Again thank you for all you do to make sure that we are taken care of. — Cathy Parmeter”