© 2017 Employee Beneﬁts Corporaon 8113-0 08/17 www.ebcflex.com/ FSAToolkit Download the Enrollment Toolkit We make it easy. P: 800 346 2126 | 608 831 8445 F: 608 831 4790 P.O. Box 44347 Madison, WI 53744-4347 An employee-owned company www.ebcﬂex.com Enrollment Toolkit Checklist Increase your FSA enrollment by promoting your plan with our Enrollment Toolkit. Posters Enrollment Flyer Eligible Expense List Email Template Employee Resource Webpage Videos Administration Documents Open this file using free Adobe® Reader and type your organization’s Open Enrollment Dates on the bottom of the posters before printing them out on legal-size paper (8.5” x 14”). Hang the posters in break rooms, by the coffee machine, near copiers, or anywhere your employees may congregate. This handout reinforces the key benefits of an FSA. It can be distributed during your Open Enrollment Period or benefits education meetings. Leave a few in locations near the posters as well. This flyer lists examples of the types of products and services employees can save money on when using an FSA. Distribute it along with the Enrollment Flyer. Remind your employees about their Open Enrollment Period, and provide a link to our Employee Resource Webpage which explains the basics of saving money with an FSA. https://www.ebcflex.com/FSASavings | This page provides videos, an eligible expenses handout, an employee tax-savings calculator, and other information to help your employees understand the value of saving money with an FSA. Add these videos to your website and local intranet. To embed on a webpage, play a video, click the share button in the top right corner, choose embed, and copy the code. To download, click the Vimeo logo in the play bar to open the video through Vimeo.com. Once there, click the Download button below the video and choose your file size. In addition to the Enrollment Toolkit, be sure to download and distribute your plan administration documents such as The BESTflex Plan Summary Plan Description . Simply log in, open the Menu, choose “Forms and Materials” under “Resources”, and click the BESTflex Plan logo. The documents are located in the “Enrollment Materials to Distribute to Eligible Employees” section.

Enrollment Toolkit Checklist - Employee Benefits … · Enrollment Toolkit Checklist ... distributed during your Open Enrollment Period or benefits education meetings. Leave a few

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Page 1: Enrollment Toolkit Checklist - Employee Benefits … · Enrollment Toolkit Checklist ... distributed during your Open Enrollment Period or benefits education meetings. Leave a few

www.ebcflex.com/FSAToolkitDownload the Enrollment Toolkit

We make it easy.

P: 800 346 2126 | 608 831 8445F: 608 831 4790P.O. Box 44347 Madison, WI 53744-4347An employee-owned companywww.ebcflex.com

Enrollment Toolkit ChecklistIncrease your FSA enrollment by promoting your plan with our Enrollment Toolkit.

Posters

Enrollment Flyer

Eligible Expense List

Email Template

Employee Resource Webpage

Videos

Administration Documents

Open this file using free Adobe® Reader and type your organization’s Open Enrollment Dates on the bottom of the posters before printing them out on legal-size paper (8.5” x 14”). Hang the posters in break rooms, by the coffee machine, near copiers, or anywhere your employees may congregate.

This handout reinforces the key benefits of an FSA. It can be distributed during your Open Enrollment Period or benefits education meetings. Leave a few in locations near the posters as well.

This flyer lists examples of the types of products and services employees can save money on when using an FSA. Distribute it along with the Enrollment Flyer.

Remind your employees about their Open Enrollment Period, and provide a link to our Employee Resource Webpage which explains the basics of saving money with an FSA.

https://www.ebcflex.com/FSASavings | This page provides videos, an eligible expenses handout, an employee tax-savings calculator, and other information to help your employees understand the value of saving money with an FSA.

Add these videos to your website and local intranet. To embed on a webpage, play a video, click the share button in the top right corner, choose embed, and copy the code. To download, click the Vimeo logo in the play bar to open the video through Vimeo.com. Once there, click the Download button below the video and choose your file size.

In addition to the Enrollment Toolkit, be sure to download and distribute your plan administration documents such as The BESTflex Plan Summary Plan Description. Simply log in, open the Menu, choose “Forms and Materials” under “Resources”, and click the BESTflex Plan logo. The documents are located in the “Enrollment Materials to Distribute to Eligible Employees” section.

https://www.ebcflex.com/FSAToolkit.aspx

https://get.adobe.com/reader/

https://www.ebcflex.com/FSASavings.aspx

https://www.ebcflex.com/FSASavings