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3 Things All Benefits Plan Administrators Need to Do

By: Benefits by Design | Tuesday January 15, 2019

Updated : Friday September 18, 2020

As the benefits Plan Administrator at your organization, you carry additional responsibilities. In addition to acting as the liaison with your employee benefits company, you are also responsible for the day-to-day maintenance of your company’s plan. 

A new year is a perfect opportunity to spend some time getting reacquainted with your role and responsibilities. Here are three things you can do to kick off the new year right! 

#1. Review Your Benefits Plan with Employees

The beginning of a new year is the perfect time to host an information session about the benefits plan! Allow employees to ask questions and take the time to familiarize themselves with what and what isn’t covered. This is especially important if you’ve hired new employees recently, as this may be the first time they hear about the plan.

Here are some tips for a good session:

One final note on communicating your benefits plan: consistency is key.

Hosting an information session at the beginning of the year is a great start, but ensuring that the information is retained and stays top of mind requires you to talk about the plan regularly.

#2. Review and Update Employee Information

While it’s ideal to be doing this on an ongoing basis, sometimes things inevitably slip through the cracks. The beginning of a new year is an excellent time to review employee information to ensure everything is up to date.

Here are some common things to keep an eye out for:

All of the forms necessary to change any of the above information are available on your Plan Administrator portal.

#3: Familiarize Yourself with Your Plan Administrator Portal

Most employee benefits companies provide Plan Administrators with a portal to fulfill their role. Through these portals, you can:

By completing these three to-dos, you can keep your benefits plan in tip-top shape. 

Find the tips, tools, and resources you need as a Plan Administrator.

Plan Administrator Guide