Find everything you need for Open Enrollment all in one place – tips, downloadable resources, and more!
As you begin to think about your upcoming open enrollment period, it is a good time to take a look at your current plan design.
Are you considering plan changes or additions to better serve your employees’ needs? Look no further – talk to us. Our dedicated team is here to assist you every step of the way. We understand that the world of benefits can be complex, and that’s why we’re committed to simplifying the process for you.
Communication and education are essential for a successful benefits plan. View tips on effective Open Enrollment communication below.
Most employers use PowerPoint slides to communicate during Open Enrollment. This is fine to do, but you want to make sure you don’t fall into what’s called “death by PowerPoint”. Aim to meet the benchmark of 10 slides, 20 minutes, and 30-point font.
Make sure your messages are noticed by leveraging the tools and channels employees are actively communicating in. Over 80% of employers reported using three or more methods of communication during open enrollment in 2021. A PowerPoint presentation likely isn’t enough; you will likely need more than one communication approach to reach employees.
Channel | Most popular uses |
Internal sites/tools (intranet, sharepoint, payroll, BenAdmin platform, etc.) |
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Collaboration tools (Teams, Slack, Messenger apps) |
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Email, text, mailed communication |
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In-person / virtual meetings |
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Newsletters / Benefits Communications |
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Social Medial Groups |
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They say that employees need to hear a message an average of seven times before understanding it. However, make sure you don’t overload your employees with too much information. Doing so can lead to confusion and make it more difficult for them to make informed benefits decisions. Instead, highlight the most crucial information and leave time for questions and discussion. By taking this approach, you ensure your communication is informative and productive.
Proper overcommunicating is about regularly delivering information that’s important, straight to the point, and sent at the right time and to the right people.
As you look at your approach to communications, you may want to consider opportunities for personalization and/or segmentation. Both can help in getting employees to see the value and not overlook critical information or benefits.
In an ideal scenario, you are combining both personalization and segmentation. However, this can be challenging and time-consuming to coordinate, so you may want to just take the first step and try one or the other.
While multiple and bite-sized communications are often a key to getting through to employees, there are also benefits to providing a centralized location for all your benefit information. It becomes a go-to reference for employees to quickly access resources and learn a bit more.
The thought of creating a centralized resource can be a bit daunting and might create flashbacks to the times where a 150 page benefits guide was the go-to approach, but it doesn’t need to be complicated or overwhelming.
There are multiple opportunities to centralize the information and resources employees will need. This can be your payroll/benefits site, an internal site (e.g., SharePoint, Intranet, teams file shares), or a shared network drive. The key is to use clear descriptions or naming conventions and keep things organized and up-to-date.
BRI is here to guide you through the Open Enrollment process and make things simple and stress-free. We have the following resources available to you:
Below, you’ll find our collection of FSA Open Enrollment resources. Use the arrows on the slider to navigate through what we have available. Spanish versions are linked when available.
Easy-to-use online calculator that employees can use to determine their Medical FSA election.
This animated video is about 2 minutes in length and provides viewers a high-level overview of an FSA.
This recorded presentation is about 6 minutes in length and goes over key characteristics of an FSA.
This recorded presentation is about 14 minutes in length and covers what an FSA is and what to expect with BRI.
Below, you’ll find our collection of HSA Open Enrollment resources. Use the arrows on the slider to navigate through what we have available. Spanish versions are linked when available.
Easy-to-use online calculator that employees can use to determine their HSA contribution.
This animated video is about 3 minutes in length and provides viewers a high-level overview of an HSA.
This recorded presentation is about 6 minutes in length and goes over the key characteristics of an HSA.
This recorded presentation is about 12 minutes in length and covers what an HSA is and what to expect with BRI.
Below, you’ll find our collection of HRA and HRA VEBA Open Enrollment resources. Use the arrows on the slider to navigate through what we have available. Spanish versions are linked when available.
1-page flyer summarizing the key benefits of participating in this plan type.
2-page brochure on plan characteristics, estimated tax savings, investment opportunities, and BRI resources.
This recorded presentation is about 6 minutes in length and goes over key characteristics of an HRA.
Below, you’ll find our collection of Commuter Benefit Plan (CBP) Open Enrollment resources. Use the arrows on the slider to navigate through what we have available. Spanish versions are linked when available.
Multiple Open Enrollment flyers combined into a single PDF.
Easy-to-use online calculator that employees can use to determine their mass transit and parking elections.
This animated video is about 2 minutes in length and provides viewers a high-level overview of Commuter Benefits.
This recorded presentation is about 4 minutes in length and goes over the key characteristics of Commuter accounts.
This recorded presentation is about 9 minutes in length and covers what an CBP is and what to expect with BRI.
Help your employees make the most of the tools and resources available to them. Our “Communication Calendar” page can help you adapt a year-long communication strategy for maximum effectiveness.
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Benefit Resource and BRI are tradenames of Benefit Resource, LLC. Benefit Resource, LLC is an affiliate of Inspira Financial Health, Inc. and Inspira Financial Trust, LLC. Benefit Resource, LLC does not provide legal, tax or financial advice. Please contact a professional for advice on eligibility, tax treatment and other restrictions. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
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