Treasure vault

Fillable worksheets (auto-save in browser), PDF downloads, and official government links.

Master packet

Fill online
📦
Annual Benefits Playbook — fill online

Plan snapshot + contribution limit checks — auto-saves locally.

Interactive tools

Included with course access — sign in required. Client-side helpers; your documents stay in your browser. Educational only; verify with HR.

Open tool
🧭
Plan Explorer

Compare your plans — answer questions and see which plan types to compare (not advice).
Open tool
📄
Playbook Assistant

Upload your OE packet → extract text → pre-fill Annual Benefits Playbook fields.

Course worksheets

✅
Benefits Audit Checklist

Module 0 — portal, documents, quick wins

Fill online
📖
Vocabulary Cheat Sheet

Module 1 — reference (PDF)

PDF
🏥
Health Plan Comparison

Module 2 — compare plans side-by-side

Fill online
💰
401(k) Match Worksheet

Module 3 — match + IRS limits

Fill online
✨
Perks & Stipends Tracker

Module 4 — expiring perks

Fill online
🔄
Life Event Playbook

Module 5 — QLE deadlines (fillable PDF blanks)

PDF
📆
30-Day Open Enrollment Calendar

Module 6 — gather, compare, decide

Fill online
⚕️
Medicare Awareness Reference

Module 7 — overview only (PDF)

PDF

Completion certificate

Complete all 8 modules and pass the final test (8/10) to unlock certificates.

🏆
Personalized Completion Certificate

Enter your name and print your victory certificate.

Go →
📜
Certificate Template (blank PDF)

Print-ready template if you prefer to fill in by hand.

PDF

Official government sources

Authoritative references — use these when plan documents and HR aren't enough.

Reminder Downloads are educational templates only — not personalized advice. Your employer's plan documents control your actual benefits.