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How to prepare for a successful Open Enrollment

Best practices to prepare your company for a smooth and successful Open Enrollment

Plan Ahead

  • Consider Changes to your Benefit Offerings (3 - 6 months prior to your Open Enrollment effective date)
    • Contact your Benefits Insurance Broker to begin the process of adding to, updating, and/or replacing your current Benefit Offerings
  • Finalize Plan Changes (2 - 4 months prior to your Open Enrollment effective date)
    • Gather plan selections for the new plan year
    • Advertise tentative Open Enrollment dates and high-level plan information to your employees
    • Update Benefits Guide(s) to publish to your employees prior to or during Open Enrollment 
    • Update all changes to your Benefit Plans, including Premiums,  in Fuse at least 30 days prior to your Open Enrollment period
      • Please review the Benefits Administrator learning plan in My Learning from Fuse, with a specific focus on the following Courses.  
        • Updating Rates in an Existing Benefit Plan
        • Open Enrollment and more
        • Scheduling Open Enrollment
  • Finish Ahead of Time (1 - 3 months before your Open Enrollment effective date)
    • Provide training and resources to your employees to prepare them for Open Enrollment
      • Please promote the Employee learning plan in My Learning from Fuse, with a specific focus on the following Course.
        • Review and Select My Benefits
    • Hold a 2-week Open Enrollment Period for your employees to make their Benefits selections
    • Send Open Enrollment data to your Carrier(s) at least 30 days prior to the new plan year effective date