HR's Open Enrollment Planning Checklist

Checklist | Compliance


Interested in a stress-free open enrollment this year?

There’s only one minor issue – open enrollment can be one of the most difficult and overwhelming times of the year for plan managers who don't have proper planning and support. 

This year, get ahead of the action by downloading this practical checklist. With it, you can ensure that you’re hitting all of your benefits enrollment milestones and providing your employees with the best experience possible.


  • Reminders around important enrollment deadlines are broken out across a seven-month period to keep you on top of your compliance requirements.
  • Review Affordable Care Act Compliance.
  • Access an overview of the mandatory notices, including but not limited to CHIPRA, Medicare Part D Creditable/Non-Creditable Coverage, HIPPA, Summary of Benefits Coverage.
  • Confirm details around communicating electronically, medical carrier considerations, and the newer requirements implemented for the year.

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Your Personal Open Enrollment Planning Checklist