Benefits Enrollment Checklist

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This is a general checklist of plan design considerations and notices that health plan sponsors are required to provide employees. This is typically done during the open enrollment period when other benefit-related materials and communications are given. Some notices are also required to be given at the time of initial enrollment. State specific laws may impose additional obligations. Employers should always review their benefit plan documents each year to ensure they meet the design and administrative changes that may be required.

Keep in mind that any information regarding any benefits (medical, retirement, fringe) should be clearly communicated to employees and related policies and procedures should be applied fairly and consistently. Some documents and communications can be electronically provided if certain requirements are met.

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