Preparing for Implementation
Below is a checklist of items that will be helpful to have on hand before starting your implementation. Having this information ready will make completing the implementation portal quick and efficient.
FOR EMPLOYEE BENEFITS
Company Profile
Funding Information
Plan Details
Post-Setup Needs
Federal Tax ID
Employer primary contact (name, email, phone number)
Additional employer contacts needing system access
Number of benefit-eligible employees
Company divisions or affiliates
Broker contact(s) (name, email, phone number)
Funding model choice: Clarity-funded or Client-funded
Bank account details for:
Monthly administrative fees
Benefit plan funding
Current plan documents and SPDs for all benefit options
Plan year start and end dates
Minimum and maximum election amounts
Payroll vendor name and payroll calendar
Runout period, grace period, and carryover allowances
HRA eligible expense list (if applicable)
Contribution posting preferences (per pay period, monthly, etc.)
EDI file feed information (vendor contact, broker/client contact for file errors)
Completed enrollment template (after open enrollment ends)
FSA rollover balances (if applicable) after runout period for prior year has ended.
FOR COBRA
Plan Configuration
Funding Information
Plan & Rate Information
Post-setup needs
Type of continuation offered:
Federal COBRA only
Federal COBRA + State Continuation
Mini-COBRA only
Configuration options for plans and rates
End of coverage rules and disability premium surcharge decision
Funding model choice: Clarity-funded or Client-funded
Bank account details for:
Monthly administrative fees
Benefit plan funding
COBRA premium remittance
Current-year carrier plan details for each COBRA-eligible benefit:
Plan name, renewal date, and year start/end dates
Group numbers and rates (including age-banded, if applicable)
Number of Full Time Equivalent (FTE) Employees
Prior year plan details (if renewal occurred in past 3 months)
Future year plan information (if renewal is upcoming within 2 months)
SBCs for each plan
Carrier eligibility email (if Clarity will notify carriers directly)
EDI file feed details (vendor contact, client/broker contact for errors)
Enrollment and 834 file contacts
COBRA takeover data (if applicable)
