Whitepapers

Case Study: From COBRA Chaos to Clear Sailing

Like many TPAs, EBPA built its reputation on high-touch service, strong compliance, and long-standing client relationships. But as their COBRA platform aged, it became more of a liability than an asset. System errors, reporting headaches, and weak support from their vendor created daily operational challenges, limiting their ability to grow. After an unsuccessful upgrade attempt, EBPA recognized the need for a new direction. They needed a modern COBRA solution—one that could streamline operations, scale with

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Case Study: TPA Streamlines Operations, Expands Business with DataPath Solutions

Flexplan Administrators, headquartered in Tulsa, Oklahoma, is a national third party benefits administrator providing administrative services for employee benefit programs under IRC and Section 125. As Flexplan sought to grow its business, the TPA faced several challenges due to using different administration platforms for CDH and COBRA management. The multi-platform approach limited its ability to provide integrated services and grow its HSA business with financial institutions. In 2022, Flexplan transitioned its business to DataPath to

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Case Study: TPA Leverages BPO for Efficiency, Growth, Expertise

Creative Benefits Administrators (CBA), located in San Antonio, Texas, is a rapidly growing, full-service third-party administrator (TPA) offering CDH account, COBRA, and billing management services. CBA was facing challenges with systems integration, resource allocation, data processing, and long-term scalability.  These challenges were hindering CBA’s ability to meet its goals, so the TPA chose DataPath’s BPO services to help.  “The availability of DataPath BPO services has been critical to achieving our ambitious growth goals without overwhelming

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WHITEPAPER: Mental Health Support Joins the List of Essential Employee Benefits for 2024

Throughout history, people with mental health conditions have faced stigma and poor treatment. Advocacy for the mentally ill was practically non-existent until the 1840s when Dorothea Dix began lobbying for state mental hospitals. Eventually, the National Committee for Mental Hygiene was established in 1909 (later the National Mental Health Association, and now Mental Health America), giving advocacy efforts nationwide focus. Although attitudes and medical care for mental illness have improved tremendously since the early 20th century,

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Whitepaper: The Great Resignation Evolves

The COVID-19 pandemic has significantly reshaped our lives, leading to a major shift in the workforce known as the “Great Resignation”. Although the monthly US labor force “quit rate” has decreased since its peak of 4.5 million workers in April 2022, it remains higher than pre-pandemic levels. This prompts the question: Why is the Great Resignation evolving instead of ending?Impacts of the Pandemic Remain with UsMarch 2024 marks the fourth anniversary of the U.S. declaration

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Whitepaper: Thriving HSA Market Continues to Offer Growth Opportunities for TPAs

This year marks the 20th anniversary of Health Savings Accounts (HSAs), which became available in 2004 as part of the Medicare Prescription Drug, Improvement, and Modernization Act. The legislation also enacted Internal Revenue Code section 223, which outlines the specific medical expenses eligible for purchase with these tax-advantaged funds. The HSA market is thriving thanks in part to their rise in favor as alternative retirement savings accounts. With such an increased focus, now is the

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Changing Employer-Employee Dynamics Create New Opportunities for TPA Growth

Since the beginning of employer-employee relationships, the employer has traditionally been in control – deciding worker positions and salaries and when, where, and how long they worked. The realities of having bills to pay kept many workers in one spot for decades, even when unhappy with company management or policies. The loyalty between workers and employers in both directions has shifted dramatically since the days when companies gave out gold watches for a lifetime of service.

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Whitepaper: Updating Your Benefits Program for a Remote or Hybrid/Onsite Workforce

Benefits can determine a company’s success or failure in competing for and holding on to engaged, productive workers. Whereas employers once boasted about their health and retirement benefits, those now serve as simply the foundation for a more complex benefits program needed for remote and hybrid/onsite workers. If we learned anything from the Great Resignation of 2021-2022, it’s that employees need and are demanding more support from employers in terms of their physical, mental, emotional, and

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Whitepaper: How TPAs Can Use Specialized Business Process Outsourcing to Prepare for Growth, Improve Efficiency, and Increase Profit

business process outsourcing

The last three years have presented many unique challenges for employers and the TPAs that provide their tax-advantaged, post-tax, and compliance account administration. The pandemic has altered routine business patterns, making it harder for TPAs to plan for ebbs and flows in daily operations and prepare for growth. Controlling costs is even more critical. Yet providing high-quality customer service is more important than ever for business health and growth.Fortunately, TPAs can conquer all of these

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Whitepaper: Getting Creative in a Post-Pandemic Enrollment Season

Always an intense and stressful time for brokers, TPAs, and employers alike, enrollment season for the 2023 plan year promises to be even more so. As COVID-19 gradually transitions from pandemic to endemic, its impact on Americans cannot be denied. By mid-2022, more than 90 million had contracted COVID-19, with over a million confirmed deaths. How can we successfully address the past two years’ influence on our workplaces and workforce? It will take more than

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