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> Benefit changes checklist
Benefit changes checklist
Employee Information
Fill in employee name
Fill in employee ID number
Fill in department or team
Health Insurance
Update employee information with insurance provider
Select new coverage options if applicable
Confirm premium changes with HR
Dental and Vision Insurance
Update employee information with insurance provider
Choose new coverage levels if needed
Verify premium changes with benefits coordinator
Retirement Plans
Adjust employee contributions as necessary
Review investment options and update selections
Notify retirement plan administrator of changes
Flexible Spending Accounts
Update contribution amounts for upcoming year
Review eligible expenses and any changes
Confirm adjustments with FSA administrator
Other Benefits
Review all additional benefits available to employees
Make changes or updates as required
Confirm changes with respective benefit providers
Communication and Follow-Up
Inform employees of benefit changes
Provide resources for any questions or concerns
Follow up with employees to ensure understanding and satisfaction
Documentation
Keep records of all benefit changes made
File paperwork and electronic records appropriately
Ensure all changes are accurately reflected in employee files.
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