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Five Questions to Make Open Enrollment Easier

Open enrollment is an opportunity employees have each year to review their financial picture and make informed decisions about their workplace benefits. Small updates, such as increasing retirement contributions, reviewing beneficiaries or evaluating healthcare coverage, can make a meaningful difference over time.

This employee resource can help your team prepare for open enrollment with confidence. It covers five important questions employees should ask before making benefit elections, along with practical tips to help them make decisions that support their financial goals.

Share this resource with your employees to help them make informed benefit decisions during open enrollment.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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