PBM Reform Readiness Checklist for Employers

Guides & Toolkits
PBM Reform Readiness Checklist for Employers

Evaluate Your PBM With Confidence—And Protect Your People, Budget, and Bottom Line

This PBM Reform Readiness Checklist helps HR and benefits leaders evaluate their PBM partner against new reform standards—before compliance gaps, hidden fees, or fiduciary risks show up in your audit.

Use it to pressure-test your current setup, protect your employees, and stay ahead of what’s next. If your PBM isn’t built for reform, your plan—and your people—aren’t protected.

Get the interactive checklist

See How LucyRx Compares to Your Current PBM

Take 15 minutes to discover what transparency, integrity, and real alignment can look like. We’re not just ready for reform—we were built for it.

Let’s talk

Recommended Reads

Business benefits professionals reviewing pharmacy benefit options and partnership requirements for employer health plans.

What Makes a Pharmacy Benefit Solution Easier for TPAs to Stand Behind?

Third-party administrators put their own client relationships at stake when recommending a pharmacy benefit manager. Learn which capabilities help TPAs evaluate PBM partners, explain benefit strategies confidently and maintain accountability from implementation through renewal.

When Women’s Health Reaches the Prescription, the Pharmacy Benefit Still Has Work to Do

Women’s health programs can improve clinical access, but prescription barriers can still interrupt treatment. Employers and benefits leaders should evaluate affordability, coverage, medication availability and how quickly access problems are resolved.
Benefits professionals reviewing pharmacy benefit contract terms, data access and implementation requirements to assess how much control employers have over their PBM strategy.

PBM Flexibility Is Not the Same as Control: What TPAs Should Test

Pharmacy benefit options have limited value if contract restrictions or operational barriers prevent employers from using them. This article outlines how TPAs can assess decision-making information, contractual rights and implementation capabilities before recommending a PBM.
Benefits and implementation teams reviewing a PBM transition plan, data requirements and go-live responsibilities before an employer pharmacy benefit launch.

Implementation Is Part of the Sale: What TPAs Should Test Before Recommending a PBM

A PBM transition can put a TPA’s client relationship at risk if eligibility errors, prescription disruptions or unclear responsibilities emerge at go-live. This checklist outlines five areas TPAs should test before recommending a PBM to an employer.
Employer benefits leader evaluating specialty pharmacy performance, costs, access, and member outcomes

How Should a Specialty Pharmacy Earn Its Role?

Specialty pharmacy can materially affect employer plan costs, access, and treatment continuity. This article outlines the measures benefits leaders can use to evaluate pharmacy channels based on evidence rather than affiliation.

Projected Savings vs. Realized Savings: What Employers Should Ask

Employers need to know whether a pharmacy savings figure represents an opportunity or an actual result. This article explains how to evaluate savings methodology, assumptions, and outcomes.
GLP-1 medication representing employer coverage and cost decisions

A Better Way to Think About GLP-1 Strategy

GLP-1 coverage no longer has to be an all-or-nothing decision. Employers can evaluate access, clinical support, costs, and benefit visibility to build a strategy that works for their plan and the people who rely on it.
Woman with glucose monitor

Diabetes Affordability is About More Than One Prescription

Diabetes affordability extends beyond insulin. Learn how employers can evaluate medication costs, GLP-1s, monitoring devices, coverage rules, and member support across the full diabetes regimen.
Pharmacist and Patient

Is Your Pharmacy Benefit Still Working as Intended?

A pharmacy benefit can perform as designed and still fall behind the market. Learn how employers can evaluate costs, member access, plan design, and PBM performance—and decide whether to stay, improve the current strategy, or explore a change.
Doctors chart

Disclosure Won. Now What?

PBM transparency gives employers greater visibility into pharmacy costs—but disclosure is only the beginning. Learn how plan sponsors can turn better information into greater control, accountability, and measurable results.
PreviousNext
Business benefits professionals reviewing pharmacy benefit options and partnership requirements for employer health plans.

What Makes a Pharmacy Benefit Solution Easier for TPAs to Stand Behind?

Third-party administrators put their own client relationships at stake when recommending a pharmacy benefit manager. Learn which capabilities help TPAs evaluate PBM partners, explain benefit strategies confidently and maintain accountability from implementation through renewal.

When Women’s Health Reaches the Prescription, the Pharmacy Benefit Still Has Work to Do

Women’s health programs can improve clinical access, but prescription barriers can still interrupt treatment. Employers and benefits leaders should evaluate affordability, coverage, medication availability and how quickly access problems are resolved.
Benefits professionals reviewing pharmacy benefit contract terms, data access and implementation requirements to assess how much control employers have over their PBM strategy.

PBM Flexibility Is Not the Same as Control: What TPAs Should Test

Pharmacy benefit options have limited value if contract restrictions or operational barriers prevent employers from using them. This article outlines how TPAs can assess decision-making information, contractual rights and implementation capabilities before recommending a PBM.
Benefits and implementation teams reviewing a PBM transition plan, data requirements and go-live responsibilities before an employer pharmacy benefit launch.

Implementation Is Part of the Sale: What TPAs Should Test Before Recommending a PBM

A PBM transition can put a TPA’s client relationship at risk if eligibility errors, prescription disruptions or unclear responsibilities emerge at go-live. This checklist outlines five areas TPAs should test before recommending a PBM to an employer.
Employer benefits leader evaluating specialty pharmacy performance, costs, access, and member outcomes

How Should a Specialty Pharmacy Earn Its Role?

Specialty pharmacy can materially affect employer plan costs, access, and treatment continuity. This article outlines the measures benefits leaders can use to evaluate pharmacy channels based on evidence rather than affiliation.

Projected Savings vs. Realized Savings: What Employers Should Ask

Employers need to know whether a pharmacy savings figure represents an opportunity or an actual result. This article explains how to evaluate savings methodology, assumptions, and outcomes.
GLP-1 medication representing employer coverage and cost decisions

A Better Way to Think About GLP-1 Strategy

GLP-1 coverage no longer has to be an all-or-nothing decision. Employers can evaluate access, clinical support, costs, and benefit visibility to build a strategy that works for their plan and the people who rely on it.
Woman with glucose monitor

Diabetes Affordability is About More Than One Prescription

Diabetes affordability extends beyond insulin. Learn how employers can evaluate medication costs, GLP-1s, monitoring devices, coverage rules, and member support across the full diabetes regimen.
Pharmacist and Patient

Is Your Pharmacy Benefit Still Working as Intended?

A pharmacy benefit can perform as designed and still fall behind the market. Learn how employers can evaluate costs, member access, plan design, and PBM performance—and decide whether to stay, improve the current strategy, or explore a change.
PreviousNext

LucyRx is an independent, modern pharmacy benefit manager with the scale of an enterprise serving more than 9 million members nationwide.

Follow us

Linkedin Linkedin Tiktok Tiktok Instagram Instagram
URAC Accreditation

Copyright © 2026 by LucyRx. All Rights Reserved | Privacy Policy | Terms of Use | Members Rights

GLP-1 Planning ChecklistGLP-1 Planning Checklistbiosimilars: what hr leaders need to knowBiosimilars: What HR Leaders Need to Know in 5 Minutes

Download the PBM Reform Readiness Checklist

Download the GLP-1 Planning Checklist