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Sample Transition Timeline





                                                                                                  Transition Timeline: Big Picture


                                                                                                                        2019

                 April                  May                    June                   July                 August              September              October              November               December             January (Renewal)


         Initial onboarding categories starting April and May are marked with an asterisk and can be viewed in detail on the other
         side of this page

         Start Work Processes
         with Anthem for medical/vision, stop loss, HSA*                                                                                                                                                                       Annual
                                                                                                                                                                                                                               Operational
         Implement Burnham’s Service Contract and Package*                                                                                                                                                                     Cycle continues

         Self-funding Claims Analysis and Dashboard Development


                                           Monthly Claims Dashboard



                       Pre-Renewal Meeting


                                          Burnham Marketing Process Takes Place   Renewal Results meeting (varies, depending on
                                                                                plan)
                                                                                Discuss               Final decisions
                                                                                recommendations       made

                                                                                      Narrow down carrier,
                                                                                      plan and design
                                                                                      options
                                                                                                                           Open Enrollment
                                                                                                                           Planning Process
                                                                   Signature-ready                  Final negotiations
                                                                   5500/SAR Prepared                Budget/employee        Open Enrollment
                                                                   and Mailed to Client             contribution modeling   Materials development                 Open Enrollment
                                                                                                                                                                  Communications distributed

                                                         Dependent Audit—determine vendor/process                          Enrollment meeting                     Annual
                                                                                                                           preparations                           Notices
                                                                                                                                                                  Communicated

                       Online Enrollment System Selection and Build-out

                                                                                                                            Carrier Feeds and/or                       Open Enrollment          Submit Enrollment
                                                                                                                            Census Enrollment                                                   files to Carriers
                                                                                                                            Processes Managed with
                                                                                                                            Online System and HR


          Weekly Service  Call

                                                                                                               Ongoing Services


             Strategic Planning Review             Compliance Education and               Day-to-Day Administrative            Vendor Management                    Burnham Webinars/                    ACA Pathways Newsletter
             and Implementation                      Guidance                                Support                                                                     Seminars/                            ACA Education & Guidance
                                                                                                                                                                         Education/Guidance
                                                                                                                                                                                                              ACA Financial Modeling
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