Open enrollment review (health/benefits)

Annual period to enroll in or change employer health insurance and benefits. Typically October-December for January start.

3 steps across 1 sections

1. Key Details

  • Review and update annually for maximum benefit
  • Set calendar reminders to trigger each seasonal task
  • Many tasks save money when done proactively vs. reactively

Common Mistakes

  • Procrastinating until it is too late (season has started, deadline passed)
  • Not comparing prices or options
  • Skipping preventive maintenance or checkups
  • Not budgeting for seasonal expenses

Pro Tips

  • Create a master annual calendar with all seasonal tasks
  • Set recurring calendar reminders 2-4 weeks before each task is due
  • Batch similar tasks together for efficiency
  • Keep records year over year to track improvements

Sources

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