Gain a better understanding of the legal issues and administrative best practices that need to be addressed during open enrollment.
Having an open enrollment season that actually educates employee about their employee benefits and encourages plan enrollment can be a challenge. With all of the various laws that apply to employee benefit plans, employers can run into costly mistakes as well as employee relations issues if mistakes occur during open enrollment. In this course, Jason Rothman, Partner and Attorney at Calfee, Halter & Griswold will break down open enrollment season strategies, the biggest compliance issues, how open enrollment has evolved, and what it takes to build something effective and penalty proof.
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Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Why Open Enrollment Matters for Employers
- Legal Risks
- Financial Risks
- Employee Relations Risks
Core Open Enrollment Documents
- Required Documents
- Best Practice Communications
- Spd Considerations
Communications Strategy
- Plain English
- Multi-Channel
- Practical Education
Plan Design and Administration
- Core Principles
- Fiduciary Issues
- Emerging Issues
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More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on September 10, 2026.
Call 1-866-352-9540 for further credit information.
- AIPB 1.0
- This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
- ASA
- This program may qualify for 0.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
SHRM 1.0
- Lorman Education Services/Noggin Guru Inc. is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Jason A. Rothman
Calfee, Halter & Griswold LLP
Jason Rothman
- Partner at Calfee, Halter & Griswold LLP and Co-Chair of Employee Benefits and Executive Compensation Practice Group
- Represents publicly traded companies, privately held businesses and nonprofit organizations on all aspects of employee benefits and executive compensation law
- Recognized by Chambers and Super Lawyers in employee benefits law
- Sought after speaker/presenter for numerous organizations including Ohio State Bar Association, SHRM, and Employers Council on Flexible Compensation, and Worldwide Employee Benefits Network
- Has been quoted/published in numerous publications including Washington Post, Plan Sponsor Magazine, Plan Advisor Magazine, Human Resource Executive, Employee Benefit Advisor, The Federal Lawyer, and SHRM.
- Can be contacted at [email protected] or 216.622.8227
Add to Wishlist
More Program Information
Why Lorman?
Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
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- State Specific Credit Tracker
- All-Access Pass Course Concierge
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