Post-Open Enrollment Checklist

An organization’s post-open enrollment activities can be just as important as the tasks that must be completed leading up to and during open enrollment. After wrapping up open enrollment, there are many benefits-related responsibilities employers must address.

The post-open enrollment period can allow employers to gather valuable information, including feedback and analyses, that can be used to improve next year’s open enrollment process. This checklist can assist organizations in developing effective post-enrollment practices and ensure the post-open enrollment period is fully utilized.

Download the editable checklist template here.

The post-open enrollment period is a critical time for organizations to review their open enrollment process and identify areas for improvement. It also gives employers an opportunity to develop and establish employee benefits strategies for next year. By establishing post-open enrollment processes, employers can ensure they are prepared for next year’s open enrollment season and help employees get the most out of their benefits.

For more open enrollment resources, contact Burnham Benefits Insurance Services today.

This checklist is merely a guideline. It is neither meant to be exhaustive nor meant to be construed as legal advice. It does not address all potential compliance issues with federal, state or local standards. Consult your licensed representative at Burnham Benefits Insurance Services or legal counsel to address possible compliance requirements. © 2022 Zywave, Inc. All rights reserved.