Open Enrollment Kit

Welcome to your best Open Enrollment ever!
This kit contains everything you need to make Open Enrollment a huge success.
The comprehensive campaign guide helps you plan, design, and execute an Open Enrollment campaign that engages your employees and motivates them to sign up for your benefits programs. Our informative Open Enrollment webinars —three in total —show you how it’s done. Plus, new ready-made communications assets are available on the Media Gallery and Media Store.
Don’t wait—get started on Open Enrollment planning now.

Open Enrollment Webinars

Open Enrollment Webinars

Boost Employee Participation This Year

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Get Ready, Get Set, Enroll!

WageWorks is conducting three webinars to help you plan and execute a successful Open Enrollment campaign. These webinars are full of real-world examples, tips and hints, and practical step-by-step guidelines. Based on industry best practices and our more than 12 years of Open Enrollment experience with thousands of organizations throughout the country, these webinars give you all the information you need to engage and enroll more employees in your benefits programs.


Six Open Enrollment Essentials to Boost Employee Participation
May 25, 2016
Time: 11:00 a.m.  –  11:30 a.m.  PST

 

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Open Enrollment will be here before you know it. Now is the time to take a look back at last year’s results and create a plan to make this Open Enrollment season even better. Join us as we walk through six must-have essentials for a successful Open Enrollment—applicable to any organization, of any size. Learn how to increase engagement with employees and boost benefits participation to make this the best season yet. 
In 30 minutes, you’ll learn:

  • Six critical essentials to consider for your 2017 OE plan
  • What employees – including millennials – are looking for during OE
  • Which strategies have been shown to boost participation

The Countdown to Open Enrollment: A 12-Week Plan
June 8, 2016
Time: 11:00 a.m. - 11:30 a.m. PST

 

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One of the keys to a successful Open Enrollment is knowing what to do when. With so many moving parts, you might be wondering how to manage it all. Is it too soon to start OE outreach to employees? Should I create different OE materials for first-time participants versus re-enrollees? When should I send out enrollment reminders? Learn how to deliver the right information to the right people at the right time to increase participation and ensure a smooth 2017 Open Enrollment.

In 30 minutes, you’ll learn how to:

  • Refine last year’s OE activities for better results
  • Avoid common Open Enrollment pitfalls
  • Leverage a 12-week OE communications timeline for consistent employee engagement

Your OE Toolkit for 2017: From Planning to Action 

June 22, 2016
Time: 11:00 a.m. - 11:30 a.m. PST

 

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In order to execute a flawless Open Enrollment campaign, you need a variety of resources and tools at your fingertips. From ready-to-go collateral, to cut-and-paste content, to how-to videos, it’s important to have a comprehensive OE toolkit from which you can pick and choose. In this webinar, we will highlight the wide-variety of OE communications pieces available for your use, as well as other ways WageWorks can support your enrollment initiatives year-round.   

In 30 minutes, you’ll learn:

  • How to quickly ramp up your OE toolkit—what’s available, when
  • How to strike a balance among face-to-face, online and print communications
  • The top three ways that companies, like yours, rely on WageWorks for OE support

Healthcare FSA with Carryover

Healthcare FSA with Carryover

Boost Enrollment with Carryover

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Introducing WageWorks Healthcare FSA with Carryover

What’s the one sure way you can boost enrollment in your Healthcare FSA program, enjoy greater tax savings, and create happier, healthier, more productive employees?

The answer is easy. Adopt WageWorks Healthcare FSA with Carryover.

When you adopt WageWorks Healthcare FSA with Carryover, you’ll be able to attract more net new employees to your Healthcare FSA program. You’ll encourage current participants to re-enroll. And you’ll provide incentive for more employees to contribute more money to their Healthcare FSAs each year. All this generates greater tax savings for your company and greater return on your Healthcare FSA investment.

Confirmation Forms

Confirmation Forms

Submit to Start

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Open Enrollment Confirmation Forms

Help WageWorks help you execute a successful Open Enrollment campaign. These Open Enrollment Confirmation Forms capture critical account administration information that helps WageWorks prepare for and properly service your program in the upcoming plan year. These forms identify such important plan administration details:

  • Key points of contact
  • Plan setup preferences
  • Plan features and options
  • Account funding details
  • Plan offer details, such as Open Enrollment start and end dates, preferred enrollment methods and messages, communications preferences

The data in these forms is used to customize your WageWorks Employer and Employee Portals. It serves as an important point of reference for your WageWorks Relationship Manager and our Customer Service teams. 

Open Enrollment Confirmation Form for FSA Plans

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Open Enrollment Confirmation Form for HRA Plans

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Open Enrollment Confirmation Form for Estimating Client Copays

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Media Store

Media Store

Order the Communications You Need

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Open Enrollment Media Store

Ready to order? It’s easy. Just log in to the Media Store to order your materials and track shipping. WageWorks handles the rest. 

Questions about ordering materials through the Media Store? Check out these FAQs.

Like What You See Here?

Find out what WageWorks can do for your HR benefits team during your Open Enrollment.