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.

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


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

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