November is when two important threads meet in the workplace: the practical work of Open Enrollment (for most) and the cultural lift that comes from gratitude. Handled well, you help employees make confident benefit choices while nudging the whole team toward a calmer, more connected close to the year.

Why pair gratitude with Open Enrollment

  • Better decisions under lower stress. Benefits choices feel less overwhelming when employees feel supported and seen.
  • Higher participation and fewer corrections. Clear, human communication reduces last-minute questions and form errors.
  • Positive culture signal. Recognizing people’s efforts builds trust, which makes policy and plan updates easier to roll out.

A simple plan for the month

Week 1: Kickoff and clarity

  • Send a short Open Enrollment overview that answers what’s changing, what’s not, key dates, where to enroll, and who to contact.
  • Publish a thank-you note from leadership that acknowledges the team’s work this year and invites questions.

Week 2: Decision support

  • Offer two paths: a Quick Guide for most employees and a Deeper Dive for those comparing plan details.
  • Host a 20-minute Q&A session with your advisor. Record it and share the link for on-demand viewing.

Week 3: Nudge and recognize

  • Send targeted reminders to employees who have not started or have not submitted.
  • Share two or three real examples of how specific benefits were used this year, and thank the teams that helped make those outcomes possible.

Week 4: Final pass and gratitude

  • Issue a final, plain-language reminder with exact deadlines and what happens if no action is taken.
  • Close the month with a short note that celebrates wins and calls out behind-the-scenes work from HR, Finance, and People Ops.

Communications you can copy

Email 1: OE kickoff

Subject: Open Enrollment begins today

Body:

Hi Team,

Open Enrollment runs from [start date] to [end date]. This year, [list one to three meaningful updates in a sentence each].

Enroll at: [portal link]. Need help? Contact [HR contact] at [email] or join our Q&A on [date, time].

Thank you for everything you do. We appreciate the work that keeps this place running.

[Leader name and title]

Email 2: One-week reminder

Subject: One week left to choose your 2026 benefits

Body:

Quick reminder that Open Enrollment closes on [date] at [time]. If you have already submitted, thank you. If not, here are your next steps:

  1. Log in to [portal link]
  2. Review the Quick Guide
  3. Submit your selections Questions are welcome at [email]. Thank you for taking a few minutes to set yourself up for next year.

Slack or Intranet post: Gratitude note

Thank you to every manager who reminded teams about enrollment windows, to HR for answering the hard questions, and to Finance for keeping the numbers straight. Your work makes it easier for everyone to take care of themselves and their families.

Tools that reduce confusion

  • One-page Quick Guide. Plain language, screenshots, and definitions of key terms.
  • Comparison table. Medical plans side by side, plus a reminder of HSA and FSA basics.
  • Office hours. Two short windows each week where employees can drop in to ask a question.
  • Recorded demo. Five minutes that show where to click and how to submit.

Gratitude habits that actually stick

  • Start meetings with one specific acknowledgment tied to recent work.
  • Encourage peer-to-peer notes. A short thank-you in Slack or email has outsized impact.
  • Spotlight a team each week in your intranet with a one-paragraph story of the problem they solved.
  • Give managers a prompt list: recognize effort, collaboration, and follow-through, not only outcomes.

Manager talking points for 1:1s

  • “Do you have what you need to make your benefits choices?”
  • “Anything in the plan changes that feels unclear?”
  • “Who helped you recently that we should recognize?” Capture open questions and route them to HR the same day.

Metrics to watch

  • Enrollment started, enrollment submitted, and submission rate by team
  • Questions answered within 24 hours
  • Number of corrections after the window closes
  • Participation in Q&A sessions and video views

Common pitfalls and how to avoid them

  • Too much detail in the first email. Lead with dates, what changed, and the link to enroll. Put the rest in guides and Q&A.
  • Vague deadlines. Always include the exact date and time, plus what happens if no action is taken.
  • Missing a contact path. Every message should include who to email and when office hours are held.
  • Forgetting dependents. Remind employees to verify dependents and beneficiaries before submitting.

How 1706 Advisors can help

If you want a turnkey package, we can deliver a ready-to-use Open Enrollment communications kit that matches your brand: kickoff and reminder emails, a one-page Quick Guide, a recorded five-minute walkthrough, and a simple Q&A deck. We can also staff two virtual office hours and provide a post-OE checklist for HR to reduce corrections and ticket volume.

Schedule your call today

The post November Focus: Gratitude and Open Enrollment appeared first on 1706 Advisors.

1706 Advisors

BLOG AUTHORS


Stacy Kahan, CLU®, RFC®

Founder

Stacy is the Founder of 1706 Advisors and has led its growth and expansion for over thirty years.

She learned the business from the inside out from her father and went on to start her own…

BLOG AUTHORS


Stacy Kahan, CLU®, RFC®

Founder

Stacy is the Founder of 1706 Advisors and has led its growth and expansion for over thirty years.

She learned the business from the inside out from her father and went on to start her own firm, Lang Financial Group, in 1994. She grew Lang Financial Group (LFG) from a start-up to an established enterprise that has helped thousands of people and businesses protect what they care about. In 2019, she expanded the business even further by bringing in strategic human resource consulting. Stacy is known for her visionary leadership, passion for the business, and ability to solve any problem. She graduated from the Wisconsin School of Business with a degree in Risk & Insurance and Finance, and is a Chartered Life Underwriter at the Masters level. Stacy’s daughters are now leading the business into the future under its new moniker, 1706 Advisors.


Alana Kahan, RFC®

President

Alana is 1706 Advisors’ President, responsible for executing the strategic mission of the firm. She’s known for combining out-of-the-box thinking with operational expertise, creating the big picture vision of the business and then executing ideas to completion.

She leads all new business development, oversees client onboarding to ensure seamless interactions, and manages the firm’s team of experts, employees, and strategic partners. Alana takes a long-term view of client relationships, tailoring practical strategies for them as their needs change and grow, and empowering them with the knowledge to make informed financial decisions today and in the future.


Cara Kahan, RFC®

Chief Executive Officer

As Chief Executive Officer of 1706 Advisors, Cara is leading the third-generation business forward with a commitment to high-level, data-informed client experience.

She works closely with CEOs, CFOs, COOs, and HR directors to ensure their employee benefits and individual insurance programs have the right balance for their goals, work culture, and budget. Cara learned the business from her mother, Stacy Kahan, founder of Lang Financial Group, who learned the business from her father. Prior to her CEO role, Cara worked outside the firm as a banking Vice President, so she has a deep understanding of the business from the client side. She’s known for her commitment to protecting her clients’ bottom line while providing personalized client service. Cara earned a Bachelor of Science degree from the University of Colorado at Boulder – Leeds School of Business, with a focus in Marketing and Entrepreneurship.