Exclusive Research As employers turn to plan selection, advisers need to play quarterback
One big goal: Helping clients provide a full range of employee benefits.
Research Reports
Exclusive Research Employers off to slow start with benefits planning
Advisers can play a big role in helping clients create strategies to ensure a successful open enrollment.
Exclusive Research Low readiness scores signal need for better open enrollment planning
Advisers should present clients with a 12-month map so employers can better prepare for sign-up periods.
Exclusive Research Employers make little progress assessing open enrollment performance
OERB survey responses show that employers need help reviewing and improving the process.
Exclusive Research Employers struggling to manage their open enrollment processes
Confronting the heavy lift of sign-up season, employers report some progress but still need support from advisers.
Exclusive Research Employer readiness for open enrollment hits all-time high
Plan designs are mostly in place, but employers seen needing help of advisers to explain benefit changes.
Exclusive Research Employers better set for enrollment, but key tasks remain
Plan designs are nearly set, however work is still needed in planning communications and setting goals.
Exclusive Research Employers’ struggle to set goals and document processes hurts open enrollment readiness
This month’s OERB finds trouble spots in essential preparation activities clouding progress on benefit plan design and other areas.
Exclusive Research Employers’ readiness ticks higher, but red flags persist
Monthly OERB scores finds organizations making progress, but work in preparing to manage the open enrollment process and other key areas still needs to be done.
Exclusive Research Employers’ readiness lags as open enrollment nears
Many employers report they’re still struggling with fundamental activities.