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.

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Greenspring Advisors

www.greenspringadvisors.com

One West Pennsylvania Avenue, Suite 500

Towson, Maryland 21204 | 443-564-4600

Greenspring Advisors is a registered investment adviser and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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.

 

Greenspring Advisors is a registered investment adviser with the SEC. Registration with the SEC does not imply a certain level of skill or training. Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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