5 Questions to Make Open Enrollment Easier
5 Questions to make open enrollment easier for employees
Open enrollment is one of the best opportunities employees have each year to review their financial picture and make informed decisions about their workplace benefits. Small updates – such as increasing retirement contributions, reviewing beneficiaries, or evaluating healthcare coverage – can make a meaningful difference over time.
We've created this employee resource to help your team prepare for open enrollment with confidence. It covers five important questions employees should ask before making benefit elections, along with practical tips to help them make decisions that support their financial goals.
Share this resource with your employees to help them make informed benefit decisions during open enrollment.
Summit Retirement Partners, LLC
209 West Chatham Street
Apex, NC 27502
Ryan Verdery, AIF®
(919) 674-0595
Meredith Barbour, QKA, PPC®
(984) 229-1031
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.
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