Section 125 Enrollment "Mistakes"

[Guest Zia]

When a participant makes a "mistake" during benefits enrollment - we have the person complete an affidavit describing the mistake in detail and signing the document.

We would like to eliminate the paper - and use our recorded phone lines - using a script and having the person agree that this is a true notation of the enrollment mistake. The calls will be archived and we can pull the recording if audited.

We are getting push back from outside counsel...and I am trying to weigh the risks. If recorded phone lines can be used to accept enrollments - why can't they be used to record a "mistake" in the enrollment?

Any thoughts out there?

Thanks.

[Guest matthew222]

I would not push back counsel on this one.