It’s About That Time: Your 2023 Open Enrollment Checklist

It’s About That Time: Your 2023 Open Enrollment Checklist

Summer is officially over, and for benefits teams across the country, this means open enrollment is right around the corner. Use this checklist to help you gather the essential items you’ll need to make sure open enrollment goes off without a hitch.

  1. Review survey results from last year’s open enrollment to ensure what you’re doing aligns with your employee population’s preferences and expectations.
  2. Have any updated Carrier information, such as rate changes or new carriers you’re working with, available for third-party administrators and vendors you work with for open enrollment.
  3. Review your Section 125 plan document and make any updates regarding plan benefits, member eligibility, name changes, and new vendors. (If you’re not sure what a plan document is or how to make it compliant, reach out to your broker for help understanding these nuances.)
  4. Update your Summary of Benefits and Coverage (SBC) & Summary Plan Description (SPD) documents – a requirement by law.
  5. Prepare other compliance documents and notices for distribution, such as HIPAA special enrollment rights, Medicare Part D notice of creditable/non-creditable status, patient protections notice, HIPAA privacy notice, and more.
  6. Make sure that the online systems you use for open enrollment are up to date and that you’re using the most effective toolsfor your employee population.
  7. Communicate enrollment information with brochures, posters, postcards, and fliers distributed in common areas.
  8. Consider offering employees decision-making tools that can help them choose the right benefits for them by comparing plans, estimating costs, and calculating tax benefits.
  9. Put together webinars and/or presentations for employees explaining their benefit options, new plan information, and important deadlines.
  10. Prepare an FAQ resource by anticipating common benefits questions and previous employee concerns.
  11. Schedule time for information sessions, both online and in person, for people to ask questions about open enrollment.
  12. Have training materials ready for temporary help during open enrollment and keep employment agreements on file.
  13. Prepare a post open enrollment survey to help you get concrete feedback about what worked and didn’t work, so you can adjust for next year’s open enrollment.

Open enrollment is comprised of many moving parts, and there are a lot of assets you’ll need to keep track of as you communicate with employees, coordinate with carriers, and collaborate with vendors. Our experienced benefits team is here to help you navigate the ins and outs of open enrollment. Connect with us today to learn more about how we can work together.


This material has been prepared for informational purposes only and was generated from information provided to BKS from the client and/or third-party sources. Therefore, BKS makes no warranty or representation(s) as to the accuracy or appropriateness of the data and/or the analysis herein. This information is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your tax, legal and accounting advisors for those services.

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