Plan Document Wizard

New intake — 9. Operational

draft

Readiness 0 / 6. The wizard runs fine on sparse data, but the documents will show TBD where these aren't filled in: Legal name, Full address, FEIN, Headcount, At least one benefit, Eligibility class.

Steps

Soft-prompt counsel checklist on the last step. Submit moves the status to worksheet complete.

9. Operational

Worksheet § 9. Who's actually responsible for each ACA/CAA operational duty? Default is usually Carrier for fully insured and TPA / Employer for self-funded.

SBC (Summary of Benefits & Coverage) distribution

SBC = the participant-facing summary. ACA-mandated.

Machine-Readable File (MRF) posting

CAA price-transparency Machine-Readable File posting.

Gag-Clause Prohibition Compliance Attestation filing

Annual attestation that no gag clauses appear in carrier/TPA agreements.