1
Adopt the plan
Employer resolution
CHOICE/ICHRA plan document
Summary Plan Description
Section 125 document, when applicable
Employer service agreement
Four simple document groups take the employer from plan adoption to employee enrollment and annual renewal.
Employer resolution
CHOICE/ICHRA plan document
Summary Plan Description
Section 125 document, when applicable
Employer service agreement
Required CHOICE/ICHRA notice
Enrollment instructions
Payment and reimbursement guide
Coverage attestation
HIPAA authorization, when required
Broker consent and authorization
Business Associate Agreement
Privacy and security materials
Eligibility changes
Coverage verification
Funding reconciliation
1094/1095 support
Form 720 and PCORI review
COBRA and Form 5500 review, when applicable
Enter the intended start date to see a 90-day planning target. Exact timing and exceptions should be reviewed for the employer.
This center is an implementation aid, not legal or tax advice. Required documents depend on employer size, plan design, administrator, jurisdiction and applicable law. A HIPAA authorization is not a substitute for a privacy notice or Business Associate Agreement.