HR's Open Enrollment Planning Checklist

Checklist | Compliance
Released August 2022


Interested in a stress-free open enrollment this year?

There’s only one minor issue – open enrollment can be one of the most stressful, overwhelming times for most plan managers. The weeks leading up to open enrollment offer the opportunity to review the enrollment plan and make sure the benefits offerings are in compliance with the various laws and regulations that govern them. However, administering a streamlined benefits enrollment experience for your team while meeting compliance requirements can feel like a herculean task.

Broken out by typical open enrollment timelines, you’ll be able to plan for a successful benefits enrollment period, from early planning to follow-up.


  • 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 2022.

This year, get ahead of the action with this practical checklist to ensure you’re hitting the benefits enrollment milestones without the headache.

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Your Personal Open Enrollment Planning Checklist
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