Seven Ways to Prepare for Open Enrollment

Recorded On: 05/05/2020

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Between benefit education, updating your Section 125 plan doc, distributing all the required forms and ensuring ineligible dependents aren't costing you funds, the short time period of open enrollment packs a whole list of responsibilities. By investing time earlier, you can help prevent slipups before they occur. Consider these seven ways to help you sail through open enrollment stress-free!

Lisa Stevens

Account Development Executive, American Fidelity

Lisa Stevens serves as an Account Development Executive at American Fidelity. She brings more than a decade of experience serving solely the education community.

In her role, Lisa works closely with school districts in Ohio to help develop employee benefit plans that meet their needs. She often speaks locally and nationally to associations, business managers, and superintendents on topics such as Section 125 Plan, & Other IRS Compliance, Properly Utilizing Reimbursement Accounts (HSAs, HRAs, FSAs), and Creative Strategies for Insurance Benefits. Lisa is known for her communication abilities and can simplify difficult topics and explain them in everyday language, making implementation and understanding compliance much easier.

Having been nominated by her company for six consecutive years as Account Development Executive of the year, you can be assured that Lisa is a trusted resource for you and your school district.