The video advises benefits plan administrators to create and maintain a well-organized folder on their computer for all company benefits and insurance documents. This includes key documents like SBCs, SPDs, benefits guides, and employee censuses. The importance of this organization is emphasized, as it will save time and ensure quick access when documents are requested by employees, leadership, or external vendors. Failure to keep these documents organized can lead to delays and make the administrator appear unprepared. The script encourages regular updates to the folder to maintain efficiency and professionalism.
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Leadership
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