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- Items to Keep (and NOT Keep) in Employee Files - SmallBusiness. com
Checklist: Items to Keep (and NOT Keep) in Employee Files It is important–and sometimes, required by law–to set up and manage personnel and employee files Here is a helpful checklist of what to include
- Record Retention Guidelines for Employee Benefit Plan Sponsors
The DOL, IRS, Pension Benefit Guaranty Corporation (PBGC) and Employee Retirement Income Security Act of 1974 (ERISA) have established record retention policies specific to employee benefit plans As a plan sponsor you are required to keep certain records Records to retain include:
- Open Enrollment Compliance Checklist - VirgilHR
If you’re looking to make a compliant open enrollment a positive experience for the entire workforce, follow this open enrollment compliance checklist that covers what you need to be doing now Pre-Enrollment Period The pre-enrollment period is about getting the word out about open enrollment and answering employees’ questions
- Q A: Where to File Benefit Enrollment Documents - Axcet HR Solutions
Payroll file — compensation changes, W-4 and state tax withholding forms, direct deposit forms In addition, you may need to create additional files and keep them separate from personnel, payroll, and benefits files These may include: Wage garnishment file; FMLA file and or ADA accommodations file; Investigation file
- Open Enrollment Guide Resources - SHRM
In the U S , open enrollment season is a period of time when employees may elect or change the benefit options available through their employer, such as health, dental and life insurance, and
- 2025 Open Enrollment Notices: A Compliance Checklist
As you develop your open enrollment communications plan, reference this checklist to keep track of required and relevant notices that must be incorporated The ACA requires health plans and health insurance issuers to provide a Summary of Benefits and Coverage (SBC) to applicants and enrollees each year at open enrollment or renewal time
- Your essential checklist for open enrollment success in 2025
A best practice open enrollment checklist is an invaluable tool to ensure that you cover every aspect of the open enrollment process—and that nothing is missing The best checklists are comprehensive and include all key tasks and timelines to help guide your HR team and keep the process on track
- Your Ultimate Open Enrollment Guide: 5 Steps For A Successful Process
Creating a detailed project plan will help you balance the various deadlines, action items, milestones, and partnerships to ensure a smooth open enrollment go-live As best practice, your enrollment planning should start no later than 3 months prior to your desired enrollment period
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