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Controlling Health Care Costs With Self-Funded Plan Options


Understand the advantages and potential concerns that come with self-funding and whether it's the right decision for your organization.

Healthcare costs are constantly on the rise, and the cost to employers and employees is only becoming more of a burden. Traditional insurance carriers often offset these increasing costs by raising copays and deductibles, and employers paying the premiums find themselves having to shift the increased costs to their employees. Through self-funding, however, employers can tailor the benefits offered to their employee populations, which can prove more cost-effective for both employers and employees.
Self-funding involves a more hands-on approach by involving buy-in from employers and employees alike to fully realize its advantages. As a small trade-off for the cost-savings and ability to customize benefits to an employer's workforce, employers and their TPAs must address certain plan design and compliance considerations. This material will provide a framework for the self-funding industry by describing the various concerns of which employers must be aware with an eye toward maximizing benefits while minimizing costs.



Kelly E. Dempsey, Esq.

Kelly E. Dempsey, Esq.

The Phia Group, LLC

  • Vice President of Consulting at The Phia Group, LLC
  • Concentrates in various aspects of self-funding, health care, and employee benefits, specializing in plan document drafting and review, as well as a myriad of compliance matters
  • Frequent speaker for industry webinars and client conferences
  • Written multiple industry publications and contributor to online media content
  • Ohio State Bar Association member
  • J.D. degree, Cleveland-Marshall College of Law; B.S. degree in both psychology and business, Muskingum University (formerly Muskingum College), graduating magna cum laude
  • Can be contacted at [email protected]
Nicholas Bonds, Esq.

Nicholas Bonds, Esq.

The Phia Group, LLC

  • Health Benefits Plan Administration Attorney at The Phia Group, LLC
  • Member of the Independent Consultation & Evaluation (ICE) team, working on consultation, plan document review, and regulatory compliance
  • Regular contributor to Phia articles, blogs, podcasts, and webinars
  • Member of the Massachusetts Bar Association
  • J.D. degree, New England Law | Boston, with a certificate in intellectual property law; B.A. degree in history, with a minor in biology, McMurry University
  • Can be contacted at [email protected]

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