We Won HealthSupplemental health + wellness. Real savings.Changes the page to larger text, wider spacing, shorter line lengths, and enhanced contrast.
Middle market companiesFinance or payroll leader

Your responsibility

Validate the model across the actual employee population and current systems.

Do the economics hold employee by employee, and can our payroll environment execute the approved design?

Book a review →Back to company requirements
When you join the reviewYou enter once the sponsor defines the objective and proposed employee populations.
What you are responsible forPopulation and systems validator
What must be true to advanceAdvance only when economics hold across populations and the systems process is repeatable.

Your decision brief

What you care about, what you need, and what can stop the decision.

Items you review

  • Population-level accuracy
  • Systems compatibility
  • Reconciliation and reporting

Information you need

  • Secure payroll analysis
  • Participation sensitivities
  • Implementation controls

Risks to resolve

  • Averages hiding employee exceptions
  • Multiple payroll populations
  • Unclear administration fees

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Eligible populations, entities, and pay cycles
  • Participation sensitivities and employee exceptions
  • Configuration, reporting, and reconciliation controls

Documents and outputs

  • Secure population model
  • Current-state and proposed-state illustrations
  • Systems and control design

Approval criteria

  • No blended average hides material exceptions
  • Fees and savings bridge cleanly
  • Launch can be reconciled every pay cycle

Review stages

See which stages require your approval.

Highlighted stages show where you provide information, validate the work, or approve the next action.

  1. 01
    Executive sponsor

    Align the sponsor

    Business objective, workforce scope, and decision team

  2. 02
    Your stage • Finance + payroll

    Model the opportunity

    Population and participation scenarios

  3. 03
    Counsel + advisors + workforce leaders

    Run cross-functional review

    Resolved tax, plan, privacy, and employee-experience questions

  4. 04
    Your stage • Employer + provider

    Design the rollout

    Systems, communication, enrollment, and support plan

  5. 05
    Executive sponsor

    Approve and launch

    Decision record, named owners, measures, and launch gate

What to provide

Define eligible populations, payroll systems, pay frequencies, and the secure analysis process.

Schedule the employer review ↗

Other reviewers

See the requirements assigned to other roles.

Chief executive, finance, or operating sponsor

Do the employee services and estimated savings justify the implementation work and internal review?View role requirements →

People or workforce leader

Will employees understand what The Plan is, how it works alongside major medical, and how to use its services?View role requirements →

Health-plan advisor, tax, or legal counsel

Do the final documents, tax mechanics, eligibility, privacy roles, and operations work together for this employer?View role requirements →