Wrap Up Your Open Enrollment with These Essential Year-End Steps

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Many employers have completed open enrollment for 2025, but some are finalizing benefits. December is crucial as many group health plans start on January 1st. Here are 10 essential open enrollment tasks to complete by December 31st.

1. Verify that enrollment forms are complete and review for errors.
2. Submit forms to insurance carriers.
3. Confirm accurate transfer of enrollment data.
4. Update payroll to reflect any benefit changes.
5. Confirm that employees receive ID cards or access instructions.
6. Distribute required notices and summaries.
7. Make sure employees understand the details of their health care coverage and benefits.
8. Offer opportunities for employees to ask questions about their benefits.
9. Ensure compliance with any new laws or regulations that affect employee benefit plans or employees.
10. Audit billing and payroll for accuracy.

After open enrollment, it's crucial for organizations to review and improve their process. By planning ahead, employers can streamline the next season and avoid year-end stress. Download the bulletin for more details.