Montridge & Westland Checklist

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Annual Benefits Checklist

To help ensure that your benefits plan runs smoothly, there are a number of procedural and administrative items you should review annually.

Depending upon your company’s year end and other factors, you may choose to set up a reminder at the end of the calendar year or a few months prior to your company’s employee benefits renewal.

To help you with these important tasks, we have put together a checklist of the most commonly overlooked items, to ensure that your employees do not miss
out on any benefits to which they are entitled.

The information you provide us with is secure, we will not share your contact information with anyone. By submitting your email address, you also agree to receive the occasional email with valuable employee benefits information. You may unsubscribe at any time.