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.

June 7, 2016: EEOC Issues Resource Document On Leave As A Reasonable Accommodation
June 1, 2016: Compliance Webinar – How To Prepare For Increased Audit Activity: ACA, HIPAA, And DOL View Report Campaign Preview HTML Source Plain-Text Email Details
May 24, 2016: EEOC Issues Final Regulations On Wellness Programs And The ADA And Under GINA
May 18, 2016: ACA Reporting To The IRS; HSA/HDHP Limits For 2017; PCORI Fees; New SBC
April 28, 2016: DOL Issues Guide To Help Employers Administer FMLA
April 26, 2016: HIPAA Audit Alert; ACA Reporting Feedback; Recouping Mistaken HAS Contributions; Repaying Student Loans
March 15, 2016: HHS Issues Final Benefit Payment  and Parameters for 2017
March 7, 2016: Compliance Webinar, Compliance Seminar and New SBC
January 13, 2016: IRS Provides Guidance on Retroactive Application of 2015 Transit Limit; Employee Benefit Compliance Chart
January 4, 2016: Pittsburgh Sick Days Ordinance Ruled “Invalid And Unenforceable”
November 24, 2015: Compliance Alert – Final Rules Issued on Grandfathered Plans, Health Reimbursement Accounts
November 20, 2015: Pittsburgh “Paid Sick Days” Ordinance Effective Date Pushed Back 60 days
November 6, 2015: National Compliance Webinar
November 5, 2015: Fourth Quarter Rush
October 30, 2015: EEOC Issues Draft Regulations On GINA And Wellness
October 28, 2015: Electronic Filing Of Forms 1094 And 1095
October 20, 2015: Pittsburgh “Paid Sick Days” Ordinance Effective January 11, 2016
October 14, 2015: Third Quarter Round Up
September 28, 2015: New IRS Resources For ACA Compliance; AlliantCHOICE Webinar
September 18, 2015: Compliance Webinar On Wellness; Reinsurance Fee Reminder
September 8, 2015: Creditable Coverage; Reinsurance Fee; 5 Misconceptions ACA; Open Enrollment Notice
August 10, 2015: Pittsburgh City Council Approves ” Paid Sick Days Act” Bill
August 4, 2015: Another Notice and Request for Comments on the Cadillac Tax
July 15, 2015: Final Regulations on Preventive Care Address Contraceptive Coverage and Confirm Prior Subregulatory Rules
Jul 14, 2015: Increased Employer Reporting Penalties and New IRS System for Electronic Filing of ACA Returns
July 6, 2015: Same-Sex Ruling’s Impact On FMLA
July 1, 2015: United States Supreme Court Same-Sex Marriage
June 25, 2015: King v. Burwell Decision
June 24, 2015: Clarification on ACA Reporting, Cash in-lieu, King v. Burwell, Dependents Age 26
June 18, 2015: Agencies Issue Final SBC Regulations Effective Fall 2015, ERISA Form 5500
June 15, 2015: Mid-year ACA Compliance Checkup, PCORI Fee Reminder
June 3, 2015: Out-of-Pocket Limits under the ACA, Employer Reporting, Private Marketplace Solution, Cadillac Tax
May 27, 2015: DOL Releases Revised FMLA Forms
May 22, 2015: Upcoming Webinars: Cadillac Tax 5-26, Private Exchange Solution 6-11
May 22, 2015: CareFirst Cyber-Attack Notification
May 20, 2015: “How Recent Court Decisions Impact Your FMLA Program” Webinar
May 18, 2015: Cadillac Tax Webinar, DOL FAQ On Preventive Services, Embedded Deductible For 2016
May 12, 2015: Cadillac Tax Webinar, 2016 Limits for HSAs, Voluntary Benefits and ERISA
April 21, 2015: EEOC Issues Draft Regulations On Wellness Programs And The ADA
April 9, 2015: ACA, SBCs, HSAs, And Non-Discrimination Testing
Mar 27, 2015: Philadelphia Enacts Paid Sick Leave
Mar 20, 2015: Regulatory Roundup: Flex Credit and More
Mar 4, 2015: ACA – IRS Reporting Resources, the Cadillac Tax
Feb 26th 2015: DOL Expands FMLA Protections for Same-Sex Spouses
Feb 9, 2015: Anthem Security Breach
Feb 4, 2015: ACA Taxes, Temps, Assistance and More
Jan 19, 2015: Upcoming Webinar – Filling in the Blanks: What you need to know about Employer Reporting
Jan 7, 2015: Agencies Release Proposed Regulations Modifying SBC Provisions
Dec 30, 2014: Year End Reminders for 2015 Pay or Play Implementation
Dec 16, 2014: ACA Impact on Benefit Plan Administration
Nov 18, 2014: Reinsurance Fee Submission Extension; Payment Deadlines are Unchanged

Nov 10, 2014: Employers Cannot Reimburse or Incentivize Employees to Enroll in Exchange

Nov 5, 2014: Ebola and ADA Compliance Awareness

Nov 3, 2014: HPID Delay, EEOC Suit Alleges Commonplace Wellness Program Violates ADA and GINA; FSA Update; and Reinsurance Fee Reminder

Oct 20, 2014: Latest Affordable Care Act FAQ Guidance and ACA 2015 Action Items

Oct 17, 2014: Supreme Court Rejects Appeals in Same-Sex Marriage Cases

Oct 13, 2014: ACA Action Items: HPID and Transitional Reinsurance Fee

Sept 24, 2014: New Guidance on Cafeteria Plans, Measurement Periods, and PCORI Fees

Sept 5, 2014: ACA Employer Reporting Instructions and Reinsurance Fee Submission
August 15, 2014: Upcoming ACA Assistance – Save the Dates – and other ACA Updates

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


2015 SHRM Benefits Survey – This annual survey provides comprehensive information about the types of benefits U.S. employers offer to their employees. DOWNLOAD PDF

2015 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. 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.

2014 Wellness Benefits Survey – This survey was intended to uncover the trends in current wellness programs, along with gauging future employer needs, as more companies utilize this strategy as a portion of the overall health plan. DOWNLOAD PDF

2014 Survey Results: Affordable Care Act – These are the results of the 2014 Affordable Care Act Survey. Conducted in early 2014, the survey gauged how employers around the country are reacting to ACA reforms and regulations. DOWNLOAD PDF

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