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

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1 minute read

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.

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National Insurance Services is not a law firm and no opinion, suggestion, or recommendation of the firm or its employees shall constitute legal advice. Readers are advised to consult with their own attorney for a determination of their legal rights, responsibilities and liabilities, including the interpretation of any statute or regulation, or its application to the readers’ business activities.

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Open Enrollment Employee Feedback
December 26, 2024
Erin Woulfe

Erin Woulfe

Erin Woulfe likes to write about things that matter. Keeping her finger on the pulse of what’s happening in the public sector world, she blogs about the latest legislative news and employee benefit trends that affect our school, city and county clients. She’s been with NIS since 2002. “I love connecting to our clients and providing them with the tools they need in order to administrate their plan,” says Erin. “Whether that be materials to educate their employees on certain benefits, how to effectively communicate change within an organization, or providing tips and how-to’s to help them make their job easier.”