Virtually Seamless Open Enrollment

Just as the COVID-19 pandemic may be changing what benefits employees need, the traditional open enrollment process is also evolving to meet the “new normal”.  Here at Summit, we have helped many of our clients, both small and large, successfully conduct their open enrollment meetings virtually through Zoom.  This method has not only proven to be cost effective for the employer, but also offers employees a new open enrollment experience that allows them to submit questions confidentially and view the presentation on their schedule.  Our clients have reported higher participation and engagement of their employees.  The recorded presentations can also be used in the future for new hire onboarding.  Below are some tips for a successful virtual enrollment experience.

  • Create a script or outline prior to the meeting
  • Record the meeting to the cloud so that it can be shared as a link in the future
  • Mute all participants upon entry to avoid feedback or echoes
  • Set the chat feature to host only so people can submit their questions confidentially throughout the presentation
Share the Post:

Related Posts

Required Plan Amendments for All Retirement Plans

Key amendment and restatement deadlines are approaching for many retirement plans. Reviewing your Plan now can help prevent a last-minute rush! Now is a good time to confirm that your Plan document, Plan operations, and current objectives remain aligned. Your service providers can guide you through the amendment and restatement

Read More »

Helping Employees Save Through Life’s Busiest Years 

Make retirement saving easier with automatic plan features  Mid-career employees have a lot on their plates. They’re juggling families, careers, mortgages, and caregiving. As financial demands multiply, immediate obligations often take precedence, while future saving goals, like retirement, may get deferred.    Three out of four Millennials and half of Gen

Read More »