Employee Benefits Planning & Strategy Toolkit

A successful employee benefits program is dependent on many factors, such as the expertise of Human Resource (HR) teams, various benefits administration processes and the benefits strategy itself. If your current processes are disconnected and burdensome, it may be time to consider a benefits administration optimization strategy. This can be an effective step towards optimizing your benefits program for everyone involved. 

This Benefits Administration Planning Toolkit is intended to highlight opportunities for improvement and provide guidance on optimization strategies.

Benefitfocus 2026 Employee Benefits Planning and Strategy Toolkit with digital guides displayed on tablets.

Employee Benefits Planning & Strategy Toolkit 

Our toolkit is equipped with an assessment, template and two strategy guides. Download now and get access to the following: 

  • Seven questions to help evaluate the maturity of your current processes.
  • Optimization priorities to consider, such as automation or enhanced reporting.
  • A customizable template to set goals and budget for additional resources.
  • A sample implementation roadmap for new benefits technology.
  • A comprehensive guide for a multigenerational benefits strategy.
  • Twelve months of campaign ideas to keep employees engaged with their benefits.
Complete the form below to download the resource.

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The information provided does not, and is not intended to, constitute legal advice; instead, all information and content herein is provided for general informational purposes only and may not constitute the most up-to-date legal or other information. Benefitfocus does not act in a fiduciary capacity in providing products or services; any such fiduciary capacity is explicitly disclaimed. 

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