Never miss a deadline with this comprehensive open enrollment checklist. Designed for benefits brokers and HR teams managing employee benefits enrollment.
Initial communication 2-3 weeks before OE opens. Highlights key changes and dates.
Comprehensive plan comparison with costs, coverage details, and decision support.
Mid-period and final deadline reminders. Target non-completers specifically.
Post-enrollment confirmation with elected benefits summary and next steps.
Rushing leads to poor plan selection, missed negotiations, and stressed employees.
Single email announcements result in low engagement and confused employees.
Ineligible dependents cost employers thousands. Verify annually.
Enrollment errors create year-long headaches. Always audit before submitting.
Planlined automates plan comparisons, contribution modeling, and proposal generation—so you can focus on your clients, not spreadsheets.
Continue learning with these helpful resources
The six sections every employee benefit guide needs — branding, contacts, FAQs, resources, enrollment steps, and export format. Build yours free.
A page-by-page employee benefits booklet template for open enrollment — cover, plan grids, cost tables, FAQs, plus print specs and timing.
Complete ERISA compliance checklist for employee benefit plans. Includes Form 5500 filing requirements, SPD rules, fiduciary duties, and audit thresholds.