Client Resources

At Sagewell Partners, we feel strongly about making sure our clients are working with the best and latest information. Mostly we like to communicate in person, but frequently we’ll send valuable, timely updates on a variety of issues that directly affect our clients’ operations. Knowledge is power, and we want you to benefit from it.

Benefits Briefs

As a valued client of Sagewell Partners, our goal is to keep you informed about important issues and legislation that may affect your benefits decisions and approach. These Benefits Briefs are designed to highlight key compliance-related and/or actionable benefits topics – keeping you up-to-date in a time-effective manner.

To view our full archive of Benefits Briefs, click here.

White Papers

Health Care Reform Survival Guide for Employers – Health Care Reform means a lot of changes for your plan design, plan administration, eligibility rules, plan finances, and employee communications.  This guide will help you survive and manage through these changes. DOWNLOAD PDF

Health Care Reform: What You Need to Know – This employee communication piece on Health Care Reform provides an easy to follow Q&A format to help simplify and clarify key issues. DOWNLOAD PDF

Health Care Reform Timeline – This legislative brief provides a timeline of the implementation of key Affordable Care Act (ACA) reforms that affect employers and individuals. DOWNLOAD PDF

Benefits in Detail: Is PTO the way to go? – Unlike traditional employer-controlled time off packages, PTO plans are in the hands of the employee, which can present several challenges. DOWNLOAD PDF


2016 SHRM Benefits Survey – This annual survey provides comprehensive information about the types of benefits U.S. employers offer to their employees. DOWNLOAD PDF

2016 Kaiser Employer Health Benefit Survey – This annual survey of employers provides a detailed look at trends in employer-sponsored health coverage, including premiums, employee contributions, cost-sharing provisions, and other relevant information. View Survey

2016 Survey Results: Affordable Care Act – While uncertainty about the long-term impact of the Affordable Care Act (ACA) remains, employers are starting to observe and measure the impact of the law in the workplace DOWNLOAD PDF

2015 Health Plan Design Benchmark Summary – This report provides benchmarking information on six key plan design measures: individual out-of-pocket maximum; individual deductible; emergency room copay; coinsurance; office visit copay; prescription drug deductible.

Helpful Links

Health Benefits Laws Compliance Assistance: The Affordable Care Act (ACA), the Mental Health Parity and Addiction Equity Act and More

Access to the websites below is being provided as a convenience by Sagewell Partners and should not be interpreted as an endorsement of any products and services provided by any vendor.  Once you click on a link, a new window will appear for you to navigate the vendor’s website.  Sagewell Partners is not responsible for the content of any external, third-party website and the links provided below are not an exhaustive list of available resources.

Affordable Care Act (ACA) and Related Guidance

ACA Insurance Carrier Resources

Mental Health Parity and Addiction Equity Act

Additional Resources