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Employees benefits ongoing service checklo

1. Compliance Review

Verify adherence to federal and state regulations

Ensure timely filing of required forms (e.g., IRS forms, state mandates)

Review compliance with the Affordable Care Act (ACA)

2. Benefits Communication

Assess effectiveness of employee communication regarding benefits

Update benefits information on the company intranet or portal

Schedule regular informational sessions or webinars for employees

3. Enrollment Process

Review the enrollment process for new hires and open enrollment periods

Evaluate the accuracy of benefits enrollment data

Confirm that all employees understand their options and how to enroll

4. Plan Performance Evaluation

Analyze benefits utilization and trends

Review employee feedback on benefits offered

Benchmark benefits offerings against industry standards

5. Cost Management

Monitor benefit costs and trends over time

Evaluate the effectiveness of cost-control measures

Discuss potential adjustments with benefits providers

6. Vendor Management

Review performance of benefits vendors and providers

Schedule regular check-ins with vendors for updates and performance metrics

Assess the need for vendor changes or negotiations for better terms

7. Employee Support Services

Ensure availability of support for employees with benefits questions

Monitor response times and satisfaction levels with support services

Update FAQs and resources based on common employee inquiries

8. Training and Development

Provide ongoing training for HR staff regarding benefits administration

Offer resources for managers to assist employees with benefits questions

Schedule regular training updates as benefits change

9. Feedback and Continuous Improvement

Gather employee feedback through surveys or focus groups

Identify areas for improvement based on feedback

Develop an action plan for implementing changes based on employee input

10. Documentation and Record Keeping

Ensure all benefits documentation is up-to-date and accessible

Regularly audit records for accuracy and completeness

Maintain confidentiality and security of employee benefits data

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