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

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


2014 SHRM Benefits Survey – This annual survey provides comprehensive information about the types of benefits U.S. employers offer to their employees. DOWNLOAD PDF

2014 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

2013 Employee Benefits Benchmark Survey – Not all benchmarks are created equal, and over the coming year 2013’s employee benefits benchmark survey may have greater significance than any that have come before it. That’s because it offers one final snapshot of employer-based benefits before the system was fundamentally altered by the Affordable Care Act. While the fate of that legislation and the ways employers and the benefits insurance industry adapt to the coming changes remain unclear at the time of this writing, the 2013 employee benefits benchmark survey provides hints of things yet to come. DOWNLOAD PDF

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

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