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Benefit Settings - Employer

Settings is where you’ll configure the way that your benefits are defined and distributed. On the left, you’ll notice a list of different settings options:



Show employees what employer is paying towards coverage”: 


Decide whether or not you wish to show your employees what you as the employer are paying towards their coverage. Your contributions will be shown when employees make their benefit elections and afterwards when viewing their election details.


BernieTip: This setting cannot be turned off when defined contribution is turned on.


Distribute Section 125 summary plan description”: 

If your group pre-taxes employee deductions for benefits, then you likely have one of these. It is often called an “SPD.” This setting allows you to make SPD’s available to your employees as they enroll. When it is on, you will have the option to upload the SPD’s to each benefits subgroup.


Spousal surcharge”: 

Turn this setting on to charge your employees additional costs to cover a spouse who already has access to health insurance through his or her own job. Then, when you are inputting rates you’ll have an opportunity to indicate how much more employees should be charged if they indicate when they’re enrolling that their spouse has access to coverage through their own job.


Defined Contribution”: 

Unleash a huge amount of creativity with how you fund your benefit offerings. When defined contribution is turned “on,” you have the opportunity to specify exactly how you fund your benefits.


Here is what we refer to as the “Instance Tree” which fully maps the options that you are given when you turn the defined contribution setting on. Click here to learn more about the 8 possible instances.

Custom dependent definition”:

Communicate and verify the definition of a dependent during an employee’s enrollment process for record.


Also, create a custom definition if the default does not comply with your group’s standards. Just delete the current default definition and add your own! You can always restore the original definition at any time by clicking “restore default definition” below the text box.


Confirm & Authorization”:

Edit the confirmation message that employees will read and sign as a final acknowledgment in order to enroll in their benefits. Alternatively, you can use the default message that automatically generates.


“Termination Reason” 

Add termination reasons for when employees are terminated in BerniePortal. Simply click “Add a Reason” above the list to create a new option for termination.


This reason will show up on your reports.


You can also remind yourself which term reason is COBRA eligible by checking each appropriate box.



Regulate privacy settings for employee Election Sheets. Options to attach Election Sheets and Carrier Forms to email notifications can be turned on/off by checking the box next to each category.


To configure what is included in an Election Sheet, click the checkbox to show that information on the PDF.


Benefit Admins”: 

Benefit admins are assigned to specific subgroups and will have the ability to configure, attach, or integrate benefits within the designated subgroup. This group of admins can also view enrollment statistics for their entire group.


To learn more about benefit admins and other feature admins, click here.



Configure who receives email notifications and when they receive them. Use the dropdown menu above to choose a benefit subgroup for which you’d like to edit.


Select when interested parties and employees should receive email notifications from BerniePortal.


Add or remove interested parties below.



Ask why waived health coverage”: 

Employees that are enrolling in their health benefits will be asked why they are waiving certain coverages. When the setting is turned on, default reasons will generate in the list below (spousal coverage, Medicare, Medicaid, VA benefits, other).


By clicking the three dots to the left of each reason, you’ll be able to adjust the order of the reasons.


If you’d like to add a custom reason, click “Add a Reason.”


Return to Employer Benefits help

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