OTHER
NAME ALL TRION MASTER PLANS
BCBS, BCN, GUARDIAN (DENTAL, VISION, LIFE PLANS), OPTIONS PLUS, UHC
YOU CAN COMPARE THESE DOCUMENTS IN THE OPEN ENROLLMENT PORTAL BEFORE MAKING BENEFIT ELECTIONS
BENEFIT SUMMARIES
TSBCBT5PPO1500 IS A PLAN ID
TRUE
THIS DOCUMENT IS SENT TO THE CLIENT AND OUTLINES BENEFIT OFFERINGS FOR THE UPCOMING YEAR
RENEWAL DOCUMENT
THIS PERSON IS RESPONSIBLE FOR REVIEWING THE FIRST PAYROLL AFTER OPEN ENROLLMENT
BENEFITS ADMINISTRATOR
IN PRISM, WHERE ARE OUTDATED BENEFIT ENROLLMENTS REMOVED
WEB ENROLLMENTS - BULK ARCHIVES
WHERE ARE OPEN ENROLLMENT PREP DOCUMENTS FOUND?
TRION S:DRIVE IN THE CURRENT YEAR FOLDER (2025 FOLDER)
SEPARATE COST SHARES ARE NOT REQUIRED FOR MULTIPLE BENEFIT GROUPS WITH DIFFERENT COST SHARES
FALSE - EE/ER CONTRIBUTION COULD DIFFER DEPENDING ON BENEFIT GROUP ASSIGNMENTS
THIS SHARED DOCUMENT TRACKS STEP-BY-STEP CLIENT BENEFIT RENEWAL COMMUNICATIONS AND OPEN ENROLLMENT STATUSES
MASTER PLAN BENEFIT OPEN ENROLLMENT TIMELINE TRACKER
GL CODES ARE REQUESTED FROM WHICH DEPARTMENT
ACCOUNTING (VICKY ROSE)
THIS PERSON REVIEWS THE COST SHARE BEFORE IT GOES TO THE CLIENT
PEER (REVIEW)
NAME THE DOCUMENT THAT PROVIDES THE NEGOTIATED BENEFIT PLAN PREMIUMS FOR BENEFIT PLANS
MASTER RATE SHEET
WE SHOULD ENABLE NOTIFICATIONS DURING OPEN ENROLLMENT TESTING
FALSE
OPEN ENROLLMENT DOCUMENTS ARE FORWARDED TO CLIENTS FOR REVIEW VIA THIS METHOD
THIS OFFSITE TEAM PROCESSES OPEN ENROLLMENT UPDATES AS WELL AS PLAN SET-UP
YEO
IN PRISM, WHERE DO WE GO TO ENSURE THE PROPER ENROLLMENT WINDOW HAS BEEN APPLIED
CLIENT WORKFLOW GRID
THIS REPORT IS REQUESTED FROM PAYROLL AFTER OE HAS CONCLUDED TO VERIFY PREMIUMS ARE CORRECT
PAYROLL PRELIMINARY REPORT
THE OPEN ENROLLMENT WORKFLOW WILL NOT LAUNCH IF THERE IS ANOTHER WORKFLOW OPEN
TRUE - OPEN WORKFLOWS MUST BE ARCHIVED BEFORE LAUNCHING OPEN ENROLLMENT
WHEN A NEW PLAN IS ADDED TO A CLIENT, THIS CODE IS REQUESTED FROM ACCOUNTING
GL CODE
WHO RECEIVES NOTIFICATION OF NEW BENEFIT GROUP PLANS TO ENSURE RETIREMENT PLAN INFORMATION IS SET UP
401K TEAM
WHEN AN EMPLOYEE DOES THIS, IT MAKES THE ENROLLMENT CONFIRMATION OBSOLETE
COMPLETE THEIR ENROLLMENT AND THE MAKE CHANGES TO THEIR BENEFIT ELECTIONS AGAIN WITHOUT SAVING THE CHANGES
THESE THREE DEDUCTIONS SHOULD BE REVIEWED IN THE FIRST PAYROLL REPORT AFTER OE
A. BENEFIT DEDUCTIONS
B. FLEXIBLE SPENDING
C. CAFETERIA DOLLARS
CLIENT FOLDERS ARE DROPPED IN THE CARRIER FOLDER FOR YEO BENEFIT SETUP REQUESTS
FALSE - CLIENT FOLDERS ARE DROPPED IN THE CONVERSION FOLDER
HOW MANY EMAIL REMINDERS WILL ELIGIBLE EMPLOYEES RECEIVE TO MAKE OPEN ENROLLMENT ELECTIONS BEFORE THE PORTAL CLOSES
5 - WELCOME, 10 DAY, 7 DAY, 3 DAY, DUE TODAY
THIS TEAM PROCESSES RECURRING DEDUCTIONS FOR CLIENT PLANS
PAYROLL TEAM