Benefits Administration Pre-Workshop Questionnaire

• What Benefits programs do you currently have in place?
• What are your current Benefits administration processes?
• Who currently handles your Benefits administration processes?
• How many Benefits eligible employees do you have?
• Do you currently use any Benefits administration technology?
• If yes, which one?
• How do you determine eligibility for your Benefits programs?
• Do you have any grandfathered plans or special provisions?
• Are there any union-related Benefits processes?
• Do you offer Domestic Partner coverage?
• How do you handle life event changes?
• What is your annual open enrollment process?
• Do you have a passive or active enrollment process?
• What is your Benefits effective date policy for new hires and life events?
• Do you provide a Benefits guide to your employees?
• What communication methods do you use to educate employees on their Benefits?
• Do you have a wellness program?
• Do you offer voluntary Benefits?
• What COBRA administration process do you use?
• Who is your COBRA administrator?
• What carriers do you currently use for medical, dental, vision, life, disability, and other Benefits?
• Do you have multiple plans for each Benefit?
• Do you use any third-party administrators (TPAs)?
• Are there any key pain points you face with your current Benefits administration?
• Are there any additional notes or special considerations we should be aware of?

I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.