1. 1 HR Team Presentation What it isWhat you need to do This is a presentation template that can be used to brief the HR team and support staff (HR call center or administrator) about benefit plan changes for the upcoming annual enrollment period. 1.Review the entire slide presentation and speaker notes to see what’s included and remove content that doesn’t apply to your population. 2.Edit the presentation by inserting company-specific information, including the company’s name, enrollment dates and benefits details. 3.Update enrollment instructions to match your process. 4.Update the slide template colors and apply your company template. Change the slide colorings to be consistent with your company colors or communication for enrollment and add any logos or other images to the slides. 5.Read through the whole presentation to ensure consistency throughout. 6.Delete this instruction slide.

2. [20XX] Annual Enrollment: Changes and What’s New [Company] [Date or month of presentation]

3. What We’ll Cover Today [20XX] Annual Enrollment Details Medical Plan Changes Prescription Drug and Other Benefits Plan Changes What’s New Communication Plan Support and Contacts 3

4. [20XX] Annual Enrollment The annual enrollment period for [20XX] is [Date] to [Date] Employees have [X] options to enroll: –Online at [insert URL] until [time] p.m. [time zone] –By phone [insert phone number] until [time] p.m. [time zone] –By paper form (must be received by [insert organization] by [date]) 4

5. Medical Plan Changes Payroll contribution changes: –[Plan name] [insert other changes to your medical plan offerings] 5

6. Prescription Drug and Other Benefits Plan Changes [Insert changes to your prescription drug and other benefits plans] 6

7. What’s New? New high-deductible health plan option –Offered through [plan administrator] –Includes ability to enroll in health savings account (HSA), administered by UMB –Features the lowest paycheck contributions of all medical plans offered –Preventive care covered 100% through in-network providers –Annual deductible: [$X,XXX] for employee-only coverage and [$X,XXX] for family coverage –Out-of-pocket maximum: [$X,XXX] for employee-only coverage and [$X,XXX] for family coverage –[Company] will contribute [$XXX] for employee-only coverage and [$X,XXX] for family coverage New health savings account custodian: UMB –Effective [date] –[Insert reason behind the switch] –HSA participants will be required to open an account with UMB, then transfer account balances from [former custodian] within [#] days 7

8. What’s New? (cont’d) [insert details about other new plans, incentives or vendors] 8

9. High-Level Communication Plan Objectives –[insert objectives and goal targets from your communication strategy] Key Messages –[insert the top-line key messages from your communication strategy] Methods –[insert the methods (channels) from your communication strategy] 9

10. Timeline 10 DateComm. ActivityPurpose

11. Your Role [Explain what’s expected of your HR staff or administrator in supporting employees and their families during annual enrollment] 11

12. Support [Insert details where HR staff can go with questions] [Insert details where HR staff should refer employees or family members with questions] 12