Open Enrollment Checklist
Open Enrollment Checklist

Whether or not you select new benefits, here are the things you should do for a successful Open Enrollment:

  1. Log on and review your current benefits.
  2. Confirm your dependents.
  3. Review your Working Spouse Contribution, if any.
  4. Review your voluntary benefits.
  5. Elect your FSA contributions. FSAs do not roll over year to year - you MUST re-elect during Open Enrollment. 
  6. Maximize your HSA and update your annual contribution.
  7. Review and update your beneficiaries for life insurance, HSA and the retirement plan.

10 points
True or False: Even if you're not enrolling in benefits through the company, you should still review the above checklist.