💸  2022 benefits checklist
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Sara Marzitelli

Sara Marzitelli

💸 2022 benefits checklist

Everything you need to remember to take advantage of your annual insurance and employer benefits. Sara is a people leader who has supported thousands of professionals in her career. She's currently the Group VP of People at Kindbody and the founder of SM People Group. You can connect with Sara here: https://www.linkedin.com/in/saramarzitelli/.

  • 10 tasks
  • 4 hours

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  • 💸 Contribute to and/or increase your 401K

    Be sure to review your 401k annual statement. Ensure you are taking advanage of any company match programs to the max %. Here are 14 questions you should ask your employer about your 401K: https://link.joinarrange.com/annualbenefits_401kplanning

    • 30m
    • 38 weeks before
  • 💸 Set up and/or contribute to your IRA

    An addition to your 401K, an IRA is another retirement savings vehicle. It's a good idea to save in both types of plans so that your savings are diversified. What's more, not all employers offer plans, so it's useful that there's another tax-advantaged way to save that doesn't depend on your employer. Learn more about investing in IRAs from Fidelity here: https://link.joinarrange.com/annualbenefits_IRAinfo

    • 30m
    • 36 weeks before
  • 💸 Adjust commuter transport benefits

    Public transportation, parking, and ridesharing are all covered under commuter benefits. Learn how to set pre-tax money aside via CommuterBenefits.com: https://link.joinarrange.com/annualbenefits_commuterbenefits

    • 30m
    • 35 weeks before
  • 💸 Check for fitness reimbursement

    A lot insurance companies have changed their reimbursement policies due to COVID. Look out for updated guidelines on how to get reimbursed and cash in. Here's a helpful article on what many insurance companies now cover: https://link.joinarrange.com/annualbenefits_fitnessreimbursements

    • 30m
    • 31 weeks before
  • 💸 Check in on any accrued or unused PTO or vacation time

    Make sure to plan this year's vacations and time off accordingly. Use that vacation time, you've earned it!

    • 15m
    • 18 weeks before
  • 💸 Adjust insurance during open enrollment

    Open enrollment is typically the only time to make insurance coverage and plans adjustments. Check with your insurance provider on their specific open enrollment dates. https://link.joinarrange.com/annualbenefits_openenrollment

    • 30m
    • 8 weeks before
  • 💸 Use up your FSA account

    Flexible spending accounts are use it or lose it. Check out Mental Floss' tips on how you can spend those dollars this year. https://link.joinarrange.com/annualmedicalcare_spendfsamoney

    • 30m
    • 4 weeks before
  • 💸 Use up any dependent care FSA dollars and check on HSA balances

    Value Penguin breaks down the differences between HSAs and FSAs here: https://link.joinarrange.com/annualbenefits_FSAvsHSA

    • 30m
    • 4 weeks before
  • 💸 Double check your W2 details

    In case you moved during the year, check with your payroll provider that the correct taxes have been removed and that your W2 will mail to the correct address.

    • 30m
    • 3 weeks before
  • 💸 Renew life insurance premiums

    Whether done with your employer or otherwise, be sure to check on any annual premiums (Life Insurance, Annuity Insurance, Pet Insurance) you must contribute to or pay for by year end. https://link.joinarrange.com/financialplanning_estimatinginsurancecoverage

    • 30m
    • 3 weeks before
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