I see many under- or incorrectly- utilized employee benefits. Components could include: should I buy espp? Am I getting the full HSA match? Am I getting the full 401match? Should I enroll in deferred comp? Is Dental insurance worth it? etc etc etc. My primary interest here is checking for free money that they're leaving on the table - matches, stock purchase discounts, employee discount programs, etc.
This would be great. Especially if it covered coordination of benefits for medical and dental plans.
Nothing to add other than how useful this would be!
annual check in with retirement plan participants to find out what else they need help with (investment review, financial planning, estate planning, legal documents, life insurance, etc.)
"Annual/Recurring" (suggested by joe on 2020-12-12), including upvotes (2) and comments (0), was merged into this suggestion.
"Open Enrollment/ Annual Employee Benefit Review Checklist" (suggested by Nate on 2020-09-30), including upvotes (3) and comments (1), was merged into this suggestion.
"Annual Readiness Survey for Retirement Plan Participants" (suggested by scott benjamin on 2021-02-01), including upvotes (2) and comments (0), was merged into this suggestion.
"Employee Benefits Review Checklist" (suggested by James H on 2019-07-17), including upvotes (32) and comments (4), was merged into this suggestion.
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