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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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