
LIFE INSURANCE MISMATCHES
WHY THIS MATTERS This is one of the most costly and stressful post-OE cleanup issues. It impacts everything from payroll deductions to employee trust. WHAT

WHY THIS MATTERS This is one of the most costly and stressful post-OE cleanup issues. It impacts everything from payroll deductions to employee trust. WHAT

WHY THIS MATTERS If EOI approvals aren’t reviewed and cleaned up post-OE, you risk incorrect life insurance coverage, deduction errors, file transfer issues, and confusion

WHY THIS MATTERS Too often, I walk into a new client and learn they haven’t had any meaningful conversations with their broker since last year’s

According to a 2024 Sapient Insights Group survey, 58% of HRIS teams have less than three years of experience. A staggering amount, given the responsibilities

Even if your system testing went smoothly, errors in the enrollment file often happen when data is translated from your system into carrier file formats.

Open Enrollment doesn’t really end when the window closes.Without a clear post-OE process, January can be messy – employees waiting on ID cards, payroll deductions that

Carrier bills are rarely perfect the first few months after Open Enrollment (OE). If you don’t audit them, you may end up paying for terminated employees, seeing last year’s corrections misaligned

Typically, 3–10% of dependents in employer plans are ineligible. Dependent eligibility verification is one of the most overlooked parts of Open Enrollment. But it’s also one of the

✦ INSIDER INSIGHTPassive enrollment makes OE look simple, but it hides costly mistakes. A stronger approach gives employees a reason to re-engage with clear education, decision support tools,

WHY THIS MATTERS Open Enrollment takes months of planning and execution. But when it’s over, most teams just move on. No pause. No debrief. No