Manifestly: A Checklist App for Teams

Pull prior-year claims experience from the broker

Benchmark medical and dental rates against market data

Review the 401(k) fund lineup with the recordkeeper

Confirm renewal rates from each carrier

Confirm ACA affordability safe harbor for the new year

Run nondiscrimination testing on the cafeteria and 401(k) plans

Update SPDs and SBCs for the new plan year

Re-shop medical carriers if the renewal exceeds budget

Negotiate dental, vision, and life renewals

Confirm carrier SLAs and stop-loss terms

Configure the new plan year in the HRIS

Build the benefits guide and decision-support packet

Lock the open enrollment window in the HRIS

Send the open enrollment kickoff email firm-wide

Host a benefits Q&A for attorneys and staff

Open the enrollment portal for elections

Reconcile carrier invoices against HRIS elections

Process corrective distributions for failed NDT

Distribute Form 1095-C to full-time employees

File Form 5500 for ERISA-covered plans

Free Checklist Templates for Benefits