Design Risk Review Checklist

Review a proposed benefit design for class, contribution, affordability, administration, communication, and governance risks before approval.

Resource details

Duty path

Strategy & Plan Design

Compliance & Governance

Audience

Employer

Employer HR

Finance / Payroll

Employer-Side Broker

Legal / Tax Reviewer

Lifecycle stage

Design

Review

Plan type

Both

Review sensitivity

Qualified Review Required

This resource may involve facts that require review by qualified legal, tax, compliance, payroll, privacy, or other professionals.