Free Resource · 30 Pages
The Complete Guide to Switching Your Group Health Plan
Whether you are moving from fully insured to self-funded, switching TPAs, or exploring ICHRA — this 30-page guide covers everything your HR team needs to know. Step-by-step timelines, compliance checklists, employee communication templates, and cost projection worksheets.
✓Self-Insured Implementation Playbook — 30-day timeline, plan document checklist, enrollment guide
✓TPA Transition Guide — data migration, stop-loss coordination, ERISA compliance steps
✓Employee announcement email template (ready to send)
✓FAQ template for employees
✓Cost projection worksheet
✓Stop-loss coordination checklist
✓Run-out management guide
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