Employee Benefit Statements Content Source Documents
Remember that our job is too 'do it right'. That cannot be done unless we have a complete undertanding of:1) The details of your Plans (plan documents)2) Your current Employee Communications Style, to include the written word.
The details of your plans are critical. Buried within your Plan documents are 'business rules' that must be incorporated within the underlying Employee benefit statements database for the Project. Pleasure reading? No, but necessary.
The details of your plans are critical. Buried within your Plan documents are 'business rules' that must be incorporated within the underlying Employee benefit statements database for the Project. Pleasure reading? No, but necessary.
Stack # 1 (Employee material)This should be easy. Make a stack of the same materials that you give to employees, generally done 1x for new hires with supplemental memos prior to Open Enrollment or other benefit 'events'. Name the stack 'Employee docs' & rubber band it.
If there are employee handbook(s), include all variations (Salaried, Hourly, etc). Sales, bonus, incentive plans, Collective bargaining? Include all existing employee communications.
If there are employee handbook(s), include all variations (Salaried, Hourly, etc). Sales, bonus, incentive plans, Collective bargaining? Include all existing employee communications.
Stack #2 (Vendor materials)Each employee benefits vendor supplies sales/marketing materials for distribution to employees. Stack those employee communications materials that were not included within Stack #1.
If your vendor supplies web links specifically for employees, then include a list with URL's.
Make sure 'plan booklets' are included. Especially Life, LTD, STD and any Voluntary Plans.
If your vendor supplies web links specifically for employees, then include a list with URL's.
Make sure 'plan booklets' are included. Especially Life, LTD, STD and any Voluntary Plans.
Stack # 3 (SPD's, internal memos)Specifically, Retirement documents. You may have several plans in place that affect different groups or classifications of ee's. 403(b), 457, 401, DC, DB, MPP, stock options, grants, Grandfathered plans. All.
Include Internal policy memos (policy updates) not released to employees. When we are done, you will be the only person that knows more about your Plans.
Employee benefit statements require all of the above.
Include Internal policy memos (policy updates) not released to employees. When we are done, you will be the only person that knows more about your Plans.
Employee benefit statements require all of the above.
Yes, we actually read your entire pile of employee benefit statements source documents. Certain documents may be legally binding, making our understanding of the nuances very important. No shortcuts are taken.
Employee Benefit Statements Data Requirements
Employee Benefit Statements
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