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 stressful, overwhelming times for most plan managers.  administering a streamlined benefits enrollment experience for your team while meeting compliance requirements can feel like a herculean task.

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


  • 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
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