We Won HealthSupplemental health + wellness. Real savings.Changes the page to larger text, wider spacing, shorter line lengths, and enhanced contrast.
Small privately ownedAdvisor, accountant, or counsel

Your responsibility

Evaluate the written structure before the owner commits.

Are the plan documents, tax mechanics, eligibility rules, and operating responsibilities supportable for this employer?

Book a review →Back to company requirements
When you join the reviewYou enter once the employer and population are defined, before payroll changes are approved.
What you are responsible forIndependent structure reviewer
What must be true to advanceGive advice only after written terms and actual operations can be evaluated together.

Your decision brief

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

Items you review

  • Written plan terms
  • Employer-specific tax treatment
  • Clear fiduciary and operating roles

Information you need

  • Controlling documents
  • Section 125 and eligibility analysis
  • Provider and administrator responsibilities

Risks to resolve

  • Overstated tax or compliance claims
  • Documents that do not match operations
  • Missing nondiscrimination review

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Plan documents and eligibility
  • Section 125 treatment and employer-specific facts
  • Operating, fiduciary, privacy, and communication responsibilities

Documents and outputs

  • Organized document package
  • Responsibility matrix
  • Open-issues and resolution log

Approval criteria

  • Public claims match controlling documents
  • Tax and plan questions are employer-specific
  • Open issues have named owners and dates

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
    Owner + We Won Health

    Confirm basic fit

    Workforce, payroll, coverage, and timing screen

  2. 02
    Finance + payroll

    Model the company

    Employer-specific economics with assumptions shown

  3. 03
    Your stage • Owner + professional advisors

    Review the structure

    Documents, responsibilities, fees, and open questions

  4. 04
    Provider + employer lead

    Prepare employees

    Payroll mapping, communication, enrollment, and support plan

What to provide

Join the review after basic workforce fit is established and before any payroll change is approved.

Schedule the employer review ↗

Other reviewers

See the requirements assigned to other roles.

Owner or chief executive

What do employees receive, what may the company save, and who handles setup and ongoing administration?View role requirements →

Finance or payroll lead

Can we validate the assumptions, configure payroll correctly, and reconcile The Plan without creating downstream errors?View role requirements →