Reference
Portrait + landscapeDuty Path Kits
Introduces the five HRB duty-path kits and shows how their supporting resources fit together.
Resource Library
Browse all resources
Search all 121 reviewed resources or narrow the catalog by category, resource type, duty path, and plan type.
121 resources
Template
Portrait + landscapeFAQ Card Template
Create a concise, consistent answer card that states the question, approved response, boundaries, owner, and escalation path.
Worksheet
Portrait + landscapeFAQ Case Lab Worksheet
Practice turning realistic questions into accurate, bounded responses while identifying missing facts and appropriate escalation points.
Guide
Portrait + landscapeFAQ Cluster Playbooks
Organize frequently related questions into topic playbooks with consistent answers, ownership, evidence sources, and escalation guidance.
Guide
Portrait + landscapeFAQ Operating Standard
Establish a repeatable standard for drafting, reviewing, approving, publishing, and maintaining student-facing answers.
Reference
Portrait + landscapeFAQ Safe-Response Formula
Use a structured response formula to answer common questions clearly while stating assumptions, limits, next steps, and escalation needs.
Reference
Portrait + landscapeFAQ Taxonomy Reference
Classify common questions by topic, owner, risk, and escalation path so students can find and maintain answers consistently.
Reference
Portrait + landscapeFive Duty Paths
Provides a concise reference to the five responsibility areas used throughout the HRB framework.
Guide
Portrait + landscapeHRB Operating Lens
Explains the operating lens used to evaluate HRB decisions, responsibilities, boundaries, and handoffs.
Guide
Portrait + landscapeHRB Playbook Assembly Guide
Guides students in assembling relevant HRB resources into a practical, task-aligned operating playbook.
Guide
Portrait + landscapeHRB Toolkit Resource Hub
Introduces the HRB toolkit and helps students understand where to begin and how the resource collection is organized.
Guide
Portrait + landscapeResource Library Search and Filters
Explains the intended resource-library discovery approach and the metadata concepts used to narrow results.
Reference
Portrait + landscapeSafe-Response Formula Card
Use this quick reference to structure bounded answers with known facts, stated limits, actionable next steps, and appropriate escalation.
Reference
Portrait + landscapeTwo-Market Vocabulary Guardrails
Clarifies terminology used across the employer-benefits and individual-market contexts and highlights language guardrails.
Reference
Portrait + landscapeVisual Resource Pack
Provides a visual entry point to key HRB concepts, workflows, and reference materials used throughout the toolkit.
Reference
Portrait + landscapeWhat Not to Say: What to Use Instead
Replace risky or overconfident HRB language with clearer statements that distinguish known facts, educational guidance, and matters requiring qualified review.
Calculator
Portrait + landscapeALE Status and Monthly FTE Calculator
Supports monthly full-time-equivalent calculations used when assessing applicable large employer status.
Decision Record
Portrait + landscapeControlled Group Review Boundary Record
Records controlled-group facts, open questions, review boundaries, and ownership for qualified analysis.
Template
Portrait + landscapeEmployer Discovery and Recommendation Memo
Structures employer discovery findings, key constraints, readiness considerations, and an initial HRA strategy recommendation.
Worksheet
Portrait + landscapeGeographic Market-Fit Review
Assesses whether an employer's locations align with viable individual-market coverage options and support capacity.
Worksheet
Portrait + landscapeICHRA Design Intake Worksheet
Captures employer facts, goals, workforce characteristics, and constraints needed before developing an ICHRA design.
Worksheet
Portrait + landscapeRisk Mapping and Action Plan
Maps material employer risks to practical follow-up actions, owners, and review needs before plan design.
Guide
Portrait + landscapeSaved Employer Workspace Planning Guide
Use this planning guide to define how a future employer workspace could organize facts, assumptions, open questions, source records, and decisions. The library does not save employer data.
Decision Record
Portrait + landscapeSeasonal Worker Review Record
Documents facts and review considerations related to seasonal workers when evaluating employer status and strategy.
Decision Record
Portrait + landscapeSpecial Population Review Record
Documents facts, concerns, and review ownership for workforce populations that may require specialized analysis.
Reference
Portrait + landscape11 Permissible ICHRA Classes
Summarizes the eleven class structures that may be considered when designing an ICHRA.
Evidence File
Portrait + landscapeAffordability Review File
Organize affordability assumptions, calculations, source facts, and reviewer conclusions so the benefit design has a traceable support file.
Worksheet
Portrait + landscapeALE Strategy Design Worksheet
Organizes design considerations for an applicable large employer evaluating an HRA strategy.
Worksheet
Portrait + landscapeClass Builder and Tracker
Helps define proposed employee classes and track the facts, rationale, and review needs supporting each class.
Worksheet
Portrait + landscapeContribution Calibration Worksheet
Supports refinement of contribution amounts using employer goals, affordability, geography, and participant considerations.
Worksheet
Portrait + landscapeContribution Strategy Builder
Helps structure employer contribution goals and compare approaches for a sustainable HRA design.
Checklist
Portrait + landscapeDesign Risk Review Checklist
Review a proposed benefit design for class, contribution, affordability, administration, communication, and governance risks before approval.
Worksheet
Portrait + landscapeHuman-Touch Design Review
Evaluate whether a proposed benefit design and support model preserve understandable choices, reachable help, and appropriate human judgment.
Worksheet
Portrait + landscapeNon-ALE Strategy Design Worksheet
Organizes goals, constraints, and benefit-design considerations for an employer that is not an ALE.
Checklist
Portrait + landscapeQSEHRA Strategy Checklist
Reviews core strategy and eligibility considerations when evaluating a QSEHRA approach.
Decision Record
Portrait + landscapeRejected Design Rationale Log
Record benefit-design options that were considered but not selected, including the decision rationale, evidence, and conditions for reconsideration.
Worksheet
Portrait + landscapeRenewal Strategy and Indexing Worksheet
Evaluate renewal assumptions, contribution indexing approaches, market changes, budget effects, and participant impact before updating the design.
Reference
Portrait + landscapeSimple vs. Segmented Design Comparison
Compares simpler and more segmented benefit designs across administration, employee experience, and governance considerations.
Worksheet
Portrait + landscapeAPTC and CSR Coordination Worksheet
Organizes facts and review questions involving premium tax credits, cost-sharing reductions, and HRA eligibility.
Decision Record
Portrait + landscapeCoverage Coordination Complication Record
Capture a participant coverage-coordination issue, affected plans, unresolved facts, and the specialists or partners responsible for next steps.
Decision Record
Portrait + landscapeCoverage Coordination Routing Record
Record where a coverage-coordination question was routed, why that destination was selected, and what follow-up evidence is expected.
Evidence File
Portrait + landscapeMarket-Fit Issue File
Documents a coverage-market concern, supporting facts, escalation needs, and the resolution path.
Reference
Portrait + landscapeMarket-Fit Review Triggers Card
Recognize geographic, network, premium, carrier, and participant signals that should trigger a fresh market-fit review.
Guide
Portrait + landscapeMarketplace Plan Selection Guide
Guides comparison of individual-market plans using cost, network, coverage, and participant needs.
Flyer
Portrait + landscapeMetal Tier Comparison Flyer
Explains how marketplace metal tiers generally differ in cost-sharing structure and participant tradeoffs.
Checklist
Portrait + landscapeNetwork, Provider, and Drug Verification
Supports verification of provider networks, facilities, prescriptions, and other coverage needs before enrollment.
Decision Record
Portrait + landscapeOn/Off-Exchange Decision Record
Documents the factors and rationale behind an on-exchange or off-exchange coverage decision.
Checklist
Portrait + landscapeParticipant Decision Support Checklist
Helps participants consider plan costs, networks, prescriptions, household needs, and enrollment support questions.
Reference
Portrait + landscapePlan Types and Network Access Reference
Summarizes common individual-market plan types and the network-access considerations associated with them.
Reference
Portrait + landscapeRegulatory and Market Data Feeds
Identify external regulatory and market data sources, their owners, update frequency, quality limits, and uses in coverage evaluation.
Guide
Portrait + landscapeAdvisor Role Evolution Playbook Addendum
Use this addendum to examine how advisor responsibilities change as an HRB program moves from recommendation through implementation and ongoing support.
Worksheet
Portrait + landscapeBroker Bridge Questions
Use these questions to connect employer-side and individual-market broker work, surface assumptions, and clarify ownership before handoffs occur.
Worksheet
Portrait + landscapeBroker Knowledge Gap Matrix
Map knowledge strengths and gaps across broker roles so training, specialist support, and handoff responsibilities can be assigned deliberately.
Checklist
Portrait + landscapeHandoff Checklist
Supports complete, documented handoffs between employers, brokers, vendors, and operating partners.
Reference
Portrait + landscapeHRB Designee Network Profile Directory
Document specialist and partner profiles, service boundaries, contact paths, and qualifications for work that must be routed beyond the core team.
Reference
Portrait + landscapePartner Directory
Records the partners supporting an HRB arrangement and the functions each partner provides.
Worksheet
Portrait + landscapePlatform Evaluation and Coverage Gap Diagnostic
Assesses whether a platform and its partner ecosystem cover the capabilities required for the intended HRB model.
Evidence File
Portrait + landscapeReferral Compensation Evidence Record
Document referral relationships, compensation facts, disclosures, approvals, and supporting records for qualified compliance review.
Worksheet
Portrait + landscapeResponsibility Matrix
Assigns ownership for key HRB responsibilities and makes handoff or accountability gaps visible.
Template
Portrait + landscapeSOW Builder
Structures partner scope, deliverables, boundaries, assumptions, and ownership for an HRB engagement.
Reference
Portrait + landscapeSupport Routing Map
Maps common support needs to the partner or role responsible for response, escalation, and resolution.
Template
Portrait + landscapeVendor/Partner Profile
Captures a vendor or partner's role, capabilities, dependencies, contacts, and operating boundaries.
Worksheet
Portrait + landscapeVendor Scope Scorecard
Evaluates vendor scope clarity, capability coverage, dependencies, and unresolved ownership gaps.
Worksheet
Portrait + landscapeAgentic AI Readiness Planning Review
Use this planning review to evaluate the ownership, data quality, safeguards, and human oversight that would be needed before considering agentic AI.
Checklist
Portrait + landscapeAI Readiness Workflow Guardrail Checklist
Confirm that an AI-supported workflow has defined inputs, escalation points, human review, privacy boundaries, and accountable owners before launch.
Decision Record
Portrait + landscapeAutomation Boundary Review
Define which operating decisions may be automated, which require human judgment, and where exceptions must be routed for review.
Reference
Portrait + landscapeCompliance Calendar
Organizes recurring compliance dates, notices, reviews, and evidence checkpoints across the plan year.
Decision Record
Portrait + landscapeData/System Handoff Issue Record
Documents a data or system handoff problem, its impact, ownership, escalation, and resolution status.
Reference
Portrait + landscapeData Visibility and Infrastructure Gaps Card
Use this planning reference to identify data-access gaps, reporting limits, and infrastructure dependencies that could weaken implementation or ongoing administration.
Evidence File
Portrait + landscapeEmployee Experience Evidence Record
Capture participant feedback, support observations, communication evidence, and follow-up actions used to evaluate the employee experience.
Workflow
Portrait + landscapeEmployee Support Triage Tree
Route participant questions by issue type, urgency, and responsible party so support requests reach the appropriate team without avoidable delay.
Reference
Portrait + landscapeKnown-Issue Taxonomy
Classify recurring operational issues by impact, urgency, owner, root-cause area, and escalation path for consistent handling.
Checklist
Portrait + landscapeKnown-Issue Triage Checklist
Assess the impact, urgency, affected participants, evidence, ownership, and next actions for a known operational issue.
Checklist
Portrait + landscapeLaunch Readiness Checklist
Checks that essential implementation, communication, partner, and operational preparations are complete before launch.
Reference
Portrait + landscapeLocal JSON Export Envelope Standard
This architecture reference defines a possible structure, identifiers, version fields, and handling expectations for JSON exports used in controlled handoffs.
Reference
Portrait + landscapeParticipant Journey and Support Map
Map the participant journey from introduction through enrollment and reimbursement, including support needs, owners, and handoff points.
Checklist
Portrait + landscapeParticipant Support System Checklist
Confirm that participants have clear support channels, trained owners, escalation paths, accessible communications, and issue tracking before launch.
Guide
Portrait + landscapePrompting Standards and Approved AI Use-Case Guide
Define approved AI uses, prompting practices, restricted inputs, verification steps, and escalation rules for HRB operating work.
Checklist
Portrait + landscapeRenewal Workflow Checklist
Organizes the recurring decisions, reviews, and partner actions needed to manage an HRB renewal.
Checklist
Portrait + landscapeScale Readiness Gate
Tests whether processes, controls, partners, and support capacity are ready for increased operating scale.
Reference
Portrait + landscapeServer-Side PDF and Export Architecture Reference
Use this architecture reference to evaluate requirements for possible server-generated PDF exports, storage, version context, and access controls. The library does not generate or store exports.
Workflow
Portrait + landscapeSOP Builder
Helps document a repeatable operating procedure with clear steps, owners, controls, and escalation points.
Worksheet
Portrait + landscapeTechnology Integration Fit Review
Reviews whether planned systems, data exchanges, and partner integrations support reliable plan operations.
Reference
Portrait + landscapeWorkflow and Due-Date Reference
Provides a concise reference for tracking workflow status, ownership, dependencies, and due dates during operations.
Workflow
Portrait + landscapeClaim Review Path
Maps a claim through approval, additional-information requests, denial, and escalation pathways.
Checklist
Portrait + landscapeClaims and Appeals Procedure Checklist
Confirm that claim decisions, notices, evidence requests, appeal steps, deadlines, and escalation ownership are documented consistently.
Workflow
Portrait + landscapeDenial and Appeal Workflow
Organizes the steps, evidence, communications, and escalation points involved in a denial and appeal process.
Checklist
Portrait + landscapeFinance Control and Reconciliation Checklist
Supports recurring financial controls and reconciliation across contributions, payments, and reimbursements.
Reference
Portrait + landscapeFour-Part Proof Test
Summarizes a four-part framework for evaluating whether reimbursement documentation supports the requested action.
Decision Record
Portrait + landscapePayment Administration Model Decision Record
Documents the selected premium-payment and reimbursement-administration model and its rationale.
Guide
Portrait + landscapePayment Failure and Coverage-Risk Playbook
Guides response to payment failures that may place participant coverage or reimbursement operations at risk.
Workflow
Portrait + landscapePremium Reimbursement Flow
Maps the movement of premium documentation, payment information, substantiation, and reimbursement.
Template
Portrait + landscapeReimbursement Communication Template
Provides a structured starting point for clear participant communications about reimbursement requirements and next steps.
Checklist
Portrait + landscapeSubstantiation Standard Checklist
Confirm that reimbursement requests are evaluated against documented proof requirements, consistent review steps, privacy controls, and exception handling.
Checklist
Portrait + landscapeBroader Compliance Checklist
Use this checklist to identify compliance topics outside the core HRA workflow that may require evidence, ownership, or qualified review.
Decision Record
Portrait + landscapeCOBRA Review Record
Document the facts, applicability questions, responsible parties, and qualified-review conclusions associated with COBRA obligations.
Evidence File
Portrait + landscapeCompliance Audit Index
Indexes the records, checkpoints, and supporting evidence needed for a structured compliance audit review.
Evidence File
Portrait + landscapeContinuous Improvement Log
Captures recurring issues, lessons, decisions, and follow-up actions used to improve HRB operations over time.
Checklist
Portrait + landscapeDocumentation Health Check
Reviews whether key plan, process, decision, and evidence records are present, current, and usable.
Evidence File
Portrait + landscapeERISA and Tax Evidence File
Organize ERISA and tax source materials, reviewed facts, decisions, and professional guidance into a traceable evidence record.
Checklist
Portrait + landscapeERISA Evidence File Checklist
Confirm that the documents, decisions, distribution evidence, and review records expected in an ERISA evidence file are present and current.
Evidence File
Portrait + landscapeEvidence Library and Evidence File System
Explains how to organize source records, decision evidence, and supporting files into a usable evidence library.
Worksheet
Portrait + landscapeGovernance Maturity Assessment
Assesses the strength and consistency of HRB governance, documentation, controls, and review practices.
Guide
Portrait + landscapeHR Review Triggers and Boundary Guide
Identify situations that should be routed to employer HR and clarify where broker, vendor, and HR responsibilities begin and end.
Reference
Portrait + landscapeHRA Documentation Stack Reference
Map the core plan, notice, decision, operating, and evidence records that make up a maintainable HRA documentation stack.
Evidence File
Portrait + landscapeHRB Compliance File Index
Organizes the core records and evidence used to maintain an accessible HRB compliance file.
Guide
Portrait + landscapeHRB Compliance File Index Toolkit
Use this toolkit to establish, populate, and maintain a compliance-file index with owners, source records, review dates, and evidence locations.
Evidence File
Portrait + landscapeHuman Review Checkpoint Register
Records where human review is required, who owns it, what evidence is needed, and how completion is documented.
Decision Record
Portrait + landscapeMedicare and MSP Review Record
Document Medicare and secondary-payer facts, open questions, coordination responsibilities, and conclusions supplied by qualified reviewers.
Worksheet
Portrait + landscapeMetrics That Matter Scorecard
Helps select and review practical measures of plan performance, participant experience, operations, and governance.
Evidence File
Portrait + landscapeNondiscrimination Review File
Organize the workforce facts, testing inputs, design decisions, evidence, and professional conclusions used in a nondiscrimination review.
Checklist
Portrait + landscapeNotice Delivery Checklist and Evidence Log
Confirm required notice steps and record when, how, and to whom each communication was delivered, including supporting evidence.
Workflow
Portrait + landscapeNotice Resource Library Source-Control Flow
Map how notice templates move through source verification, qualified review, approval, publication, version control, and retirement.
Evidence File
Portrait + landscapePitfall Mitigation Evidence Record
Record a known risk, the mitigation selected, responsible owners, supporting evidence, and the follow-up used to verify effectiveness.
Checklist
Portrait + landscapePlan Document Checklist
Use this visual checklist to confirm the core plan documents, amendments, notices, approvals, and distribution records that require attention.
Reference
Portrait + landscapePolicy Infrastructure Watchlist
Track policy, regulatory, market, and operational infrastructure developments that may require review of current assumptions or controls.
Evidence File
Portrait + landscapeRecurring-Issue Continuous Improvement Log
Track repeated operational issues, root causes, corrective actions, owners, and observed results to support systematic improvement.
Template
Portrait + landscapeRegulatory Routing Record Template
Document a regulatory question, relevant facts, source materials, routing decision, reviewer ownership, and the response returned to the team.
Decision Record
Portrait + landscapeSection 125 Review Record
Document Section 125 facts, payroll and contribution arrangements, open questions, and conclusions supplied through qualified legal or tax review.
Checklist
Portrait + landscapeSPD and SMM Distribution Checklist
Confirm review, approval, timing, recipient, delivery, and evidence steps associated with SPD and SMM distribution.
Guide
Portrait + landscapeUploaded Evidence Storage Guide
Use this planning guide to define how a future evidence system could classify, protect, retain, retrieve, and link uploaded records. The library does not accept or store uploads.