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SPBA Library

A Wealth of Knowledge for TPAs

As news in the employee benefits industry happens and regulatory developments occur, SPBA’s team springs into action to provide a big-picture look, along with consolidating and distilling large amounts of information into user-friendly formats. We provide educational insights to keep our TPA members informed. Here is a sampling of some of the articles, insights and special resources we’ve prepared. This is just a small fraction of the pieces you’ll receive as an SPBA member.

Special Resources

  • The SPBA Manual to the Pay or Play Rules 
    This special 75-page manual is a step-by-step guide to understanding and applying the Employer Shared Responsibility Requirements, prepared by attorney Ashley Gillihan of Alston & Bird, LLP
  • Model Documents for HIPAA Privacy Standards
    HIPAA Form Business Associate Agreement and HIPAA Form Business Associate Subcontractor Agreement prepared by attorney Dot Powell-Woodson

Topic-Specific Resources

Here is a sample list of some of the topics in our extensive library for members. For each sub-topic, there are articles and official source documents.



ACA Health Reform

Sub-Topic list of articles and official source documents:


  • 90-Day Waiting Period
  • Administrative Simplification
  • Annual and Lifetime Limits
  • Auto Enrollment
  • Cadillac Tax
  • Cases
  • Claims and Appeals/External Review
  • Clinical Trials
  • Cost Sharing
  • Dental Plans
  • Dependent Coverage
  • Employer Shared Responsibility
  • Essential Health Benefits
  • Excepted Benefits
  • Exchanges
  • FAQs implementation
  • FSAs
  • Grandfathered Plans
  • Hospital Transparency
  • HRAs
  • HSAs
  • Mandated Claims Appeals
  • Medical Loss Ratio
  • Minimum Essential Coverage
  • Minimum Value
  • Model Notices
  • Opt-Out
  • Over the Counter Drugs
  • Penalties
  • Preventive Services
  • Reporting 2016
  • Rescissions
  • Sample Speeches
  • Summary of Benefit & Coverage
  • Tax Credits for Premiums
  • Tax on Plans
  • Transitional Reinsurance Program
  • W-2 Health Care Value Reporting
  • Wellness


ERISA, Fiduciary Issues, and Types of Plans

  • A Handy Way to Remember Who is "Administrator" & "Fiduciary"
  • A Quick Refresher on Who & What is ERISA Fiduciary
  • ERISA & Fiduciary explanation for the Medical Community
  • ERISA Follows the Plan Money
  • And Many More!


Regulatory Issues

  • Americans with Disabilities Act
  • Cafeteria Plans
  • Cases
  • Defense of Marriage Act
  • Disclosure of Fees
  • DOL Claims Procedures Rules
  • DOL Electronic Disclosure Rules
  • Drugs & FDA
  • EDI
  • EEOC
  • FMLA
  • FTC
  • HRAs
  • HSAs
  • HIPA Opt-Out
  • IRS Excise Requirements
  • IRS Allowable Plan Reserves
  • IRS
  • Medicare Part D
  • Medicare Secondary Payer
  • Mental Health Parity
  • Nondiscrimination - HIPAA/GINA
  • Portability- HIPAA
  • Privacy- GLBA
  • Privacy- HIPAA
  • Security
  • State Licensing
  • State News
  • Stop-Loss
  • Subrogation
  • USERRA/Veterans


Tips for Members

  • Disaster Planning Strategies for Your Firm
  • Overpayment Refunds from Providers
  • Passing Info from TPA to TPA during Client Change
  • States Taxing TPAs?: Talking Points & Strategy
  • Why 99% of Plans Should have a Formal Trust
  • Bill Collector Woes: PPO, Providers and Old Higher Charges
  • Funding:  Practical Hints to Protect Yourself If You Think a Client Isn’t Going to Fund Claims