Benefits Administration Checklist | Notion

<aside> 🔥 Duplicate this template to use for your Benefits Administration Checklist.

Table Of Contents </aside>

Stage 1: Planning

[ ] Review current benefits offerings.
[ ] Define the objectives of the benefits program.
[ ] Establish a budget for benefits administration.
[ ] Identify key stakeholders and their roles.
[ ] Determine the timeline for benefits enrollment.
[ ] Select a benefits administration system or software.
[ ] Evaluate compliance with relevant laws and regulations (e.g., ERISA, ACA).

Stage 2: Communication and Education

[ ] Develop a communication plan for employees.
[ ] Create clear and concise benefits documentation.
[ ] Schedule and conduct employee benefits meetings.
[ ] Provide resources for employees to learn about their options.
[ ] Answer employee questions and concerns.
[ ] Communicate any changes in benefits offerings.
[ ] Ensure employees understand enrollment deadlines.

Stage 3: Enrollment