Open Enrollment Checklist

Benepass eBook

Rolling out new pre-tax benefits doesn't have to be overwhelming. Our comprehensive open enrollment checklist breaks down the process into manageable steps, from initial program design through post-enrollment follow-up.

What you’ll learn:

  • Timeline-based checklist covering 6-8 weeks before through 2 weeks after open enrollment
  • Vendor coordination tips and compliance considerations
  • Employee communication strategies and educational resources
  • Benepass-specific support callouts and best practices

This guide provides the framework you need to ensure a successful open enrollment period. Each step includes actionable guidance to help you stay organized, meet deadlines, and create a positive employee experience.

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Open Enrollment Checklist
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