2018 IRS ACA Reporting Completing Your Confirmation Page

Size: px
Start display at page:

Download "2018 IRS ACA Reporting Completing Your Confirmation Page"

Transcription

1 Revised Oct. 23, IRS ACA Reporting Completing Your Confirmation Page SB XXXX

2 Need Help? You are welcome to call your consultant with any questions at and their extension: Kim Bruggeman, x5312 Stacy Nix, x5670 Monica Schermier Pritz, x8653 Dylan Tollett, x7598 However, given the high volume of calls we experience during the reporting season, it may be faster to start by trying to use this guide to answer your questions. We have addressed all of the most frequently asked questions here, and will walk you through each step in the process with screen shots and tips for how to quickly resolve open issues. If you still need help, please feel free to contact us and we will be happy to assist. Online Help Resource Our online help resource includes video tutorials for navigating the system, an archive of the 2018 Reporting Season comunications, as well as a timeline of important dates, and links you may find useful during the reporting process. Q&A Sessions We will host a series of two-hour come-and-go webinars where you can sign in to ask questions you have, watch how to complete tasks in AFcomply, and listen in to questions others are asking. Registration links for these webinars can be found in our online help resource. ii

3 Process Overview This guide is designed to walk you through the process of confirming your data in AFcomply and Completing Your Confirmation Page, the first step in the 2018 reporting season. When you have completed these tasks, you will move on to Completing Your Questionnaire. Completing Your Confirmation Page: you will confirm that your data is correct by navigating from the Status & Action Portal to the Confirmation Page to confirm key data is correct and address any open issues. Completing Your Questionnaire: you will complete a Questionnaire designed to capture all required information elements necessary to transmit your filing to the IRS by navigating from the Status & Action Portal to the Questionnaire. Instructions for this step can be found in our online help resource. The next step in the process, Reviewing, Correcting, and Certifying Your Forms 1095-C, will be completed in the weeks leading up to the mailing deadline and instructions will be posted in our online help resource. The IRS Submission Process and Important Dates To authorize AFcomply to create your organization s Forms 1095-C and approve your forms for filing with the IRS, you must review and certify your information in AFcomply. After you have completed Reviewing, Correcting, and Certifying Your Forms 1095-C, your 1095-C forms will be sent to print and mailed to employees. You must complete this step no later than January 16 in order to ensure your organization s 1095-C forms are mailed to employees by the January 31 IRS deadline. Copies of your 1095-C forms, along with your organization s 1094-C transmittal form, will be electronically submitted to the IRS by the April 1 IRS deadline. Important: Unless we hear from you, we will automatically submit your 1094-C transmittal form and copies of your 1095-C forms to the IRS on your behalf prior to the April 1 deadline. If you have any corrections that need to be made, you MUST notify us by March 1 by completing the form available in the Status & Action Portal. Once your forms have been submitted to the IRS, additional status information regarding their acceptance will be available in the Status & Action Portal. iii

4 Logging in to AFcomply To log in to AFcomply, go to Enter your Username and Password and click the Login button. If you have forgotten your password, you may reset your password by clicking the Forgot Password link. If you have forgotten your username, you may have it ed to you by clicking on the Forgot User Name link. If, after following these steps, you still need assistance logging in, please contact your consultant. They can be contacted at , and their extension: Kim Bruggeman, x5312 Stacy Nix, x5670 Monica Schermier Pritz, x8653 Dylan Tollett, x7598 Accessing the Status & Action Portal You proceed through the reporting process in the Status & Action Portal. You can also return there throughout the process to check on the status of your filing. If you filed with us in previous years, you are familiar with accessing the portal. To get to the Status & Action Portal, start on the AFcomply Home Screen. In the navigation on the left, click Status & Action Portal. From within the Status & Action Portal, you will review and approve the information required to create your organization s 1094-C and 1095-C forms. At any time during this process, you may return to the Status & Action Portal to check your organization s progress. After certifying your forms for filing with the IRS, you may return to the Status & Action Portal to check on the status of your filing. iv

5 The Status & Action Portal The first two steps of the reporting process will be available as soon as your portal is open. The remaining steps will not be available until your Form 1095-C information is ready for review. v

6 Contents Section 1: Getting Started with the Confirmation Process 1 Section 2: Step A: Confirm Legal Name 3 Correcting Errors 3 Section 3: Step B: Confirm IRS Contact 4 Correcting Errors 4 Section 4: Step C: Confirm Data 8 To View Your Data 9 Missing Hours (For Tracking & Reporting Clients) 10 Section 5: Step D: Confirm Affordability Safe Harbor Codes 12 Reviewing Your Safe Harbor Codes 13 Section 6: Step E: Clear All Alerts 18 Section 7: Step F: Confirm Non-Full Time Employee Status for Recent New Hires 21 Section 8: Step G: Confirm Spousal and Dependent Offer Information is Correct 22 Confirm Setup is Correct 22 Next Steps 24 vi

7 The purpose of this step is one final review of your data in the system, and that key data needed on the forms is correct, like the employer name and contact information. Many of the tasks in this section will require you to visit other sections of the AFcomply tool. It is important to do that now, because starting with the next step, Completing the Questionnaire, moving away from the process flow or uploading more data could result in significant rework. As such, we suggest you confirm as much as possible during this step. Tip: You can save time later by starting now to review the information in this section. All of this information is available in the main part of AFcomply, even if you do not yet have access to the Status & Action Portal. The following section shows you how to get to the Confirmation page, and how to return there if you need to complete a task in another part of the tool before moving to the next phase of the Confirmation step. Section 1: Getting Started with the Confirmation Process You will now navigate through the confirmation process, following the instructions to confirm key data is correct and address any open issues. To get to the confirmation process, from the AFcomply Home Screen, click on Status & Action Portal at the bottom of the left-hand navigation: 1

8 Then in the row for Confirm Data is Correct, click on Confirmation Page : You are now on the Confirmation Page: 2

9 Section 2: Step A: Confirm Legal Name In Section A, your organization s legal name will appear on the Confirmation page for your review: Please confirm your organization s legal name is correct. The legal name in AFcomply MUST match the FEIN the IRS has for your organization or your IRS filing will be rejected. Please ensure the name listed on the screen is exactly the name the IRS would have on file for your organization, including punctuation, spacing, etc. Please consult your tax or legal counsel, who will have this information on file. Important: If you filed with AFcomply last year, we have already confirmed the legal name in the system. Please contact your consultant if you think this needs to change. Correcting Errors To correct any errors in your organization s legal name, please contact your consultant. 3

10 Section 3: Step B: Confirm IRS Contact The person you have designated as your IRS contact will appear on the Confirmation page under Section B. Please ensure you only have ONE individual designated as your IRS contact. This person should be able to answer any questions from employees or the IRS about your forms. Please verify the name and phone number listed are correct for the person you want to designate as your organization s IRS contact. Important: If you have more than one IRS contact on file, your submission WILL fail. Correcting Errors To designate a new IRS contact, remove a contact if you have more than one, or update contact information, start by clicking on the here link at the bottom of Section B. Please note, you must be a designated Power User to update this information. Within Employer Setup, under Set-Up, select Users/Billing : 4

11 First identify the user who you want to serve as your IRS contact and select the notepad/ pencil icon on the left of their Username: 5

12 Enter any necessary corrections for that user, and ensure the box is checked next to IRS Contact ONLY if you want that person to be your one designated contact person for the IRS. When you re finished, click Submit : If you have an IRS contact selected, and attempt to select another, you will see this popup: 6

13 Adding a New Contact If you need to add a new person to be your IRS Contact, you may do that on the Users/Billing screen. Click New, complete the information, and click Submit. Important: If you need to remove an employee from the list of users, please contact your consultant. 7

14 Section 4: Step C: Confirm Data All data files must be complete and loaded into AFcomply before you can complete the certification process to approve and send your forms. Data requirements for your organization may differ depending upon whether you have elected to use a Tracking and Reporting or Reporting Only method for In this first step, you will only be required to review the data in your demographic and payroll files, ensuring that these are complete and accurate. As a reminder, here are the complete data requirements. Some of these items will be reviewed in the Form 1095-C certification. For all customers: Up-to-date employee demographic (census) information. It s important to make sure to include any changes in employment status, update employee addresses, add newly hired employees, and include termination dates, where applicable. Please do not delete employees from the demographic file; this will not remove them from the system. If an employee has terminated, please include the termination date and leave the employee information in the demographic file. This information is necessary to ensure your employees Forms 1095-C are accurate. For all customers: Upload completed offer file(s) no later than December 14 For all customers with self-funded coverage: Upload completed carrier file no later than December 14 For customers with both tracking and reporting services: All applicable hours worked by all employees, including unpaid leaves of absence that qualify as USERRA military or FMLA leave, and jury duty. Special Unpaid Leave: In addition to crediting employees for hours of service that are paid or entitled to pay, such as vacation, disability or other paid time off, the ACA requires employers to include certain unpaid time when calculating an employee s hours of service. This type of leave is referred to as special unpaid leave, and it includes any time during the measurement period when an employee was on an unpaid leave of absence that qualified under Uniformed Services Employment and Reemployment Rights Act (USERRA), Family and Medical Leave Act (FMLA), or for jury duty. Employees should be credited for special unpaid leave at a rate equal to the average weekly hours of service for weeks that are not part of a period of special unpaid leave. 8

15 To View Your Data To review your current employee demographic information in the AFcomply system, click Employee Status/Class in the menu bar on the left side of the home screen. Next, click on the CSV icons on the top right of the screen. A dialog box will pop up to remind you that the file contains employee Social Security Numbers and must be handled with care. Click Ok and view your selected CSV spreadsheet. When reviewing your demographic data, please check for the following: Current addresses Name changes ACA status for new hires Termination dates (when applicable) Important: If you need to edit many employee addresses, export the demographic file, make the changes, save it, and use the instructions below to import. Then your consultant to let them know they need to load the new files. Alternatively, if you have just a few employees whose information needs to be corrected, you can do this directly on the screen. If you add new employees after exporting the offer file (or creating a new offer file), you will need to add those employees to the existing file or submit a new offer file for those new employees. 9

16 Missing Hours (For Tracking & Reporting Clients) If you need to add missing hours, please contact your consultant. Bear in mind that all Full Time Employees must have hours. To Load Missing Data If you believe data is missing, or if you are a tracking customer and did not understand that you needed to include data for employees who are out on a special leave of absence (i.e., USERRA military or FMLA leave, and jury duty), you can load more data using the File Import process. Once you are ready to import data files, from the AFcomply Home Screen navigate to File Import, which is in the menu bar on the left of the screen. (If you don t see the menu on the left, click on the AFcomply logo at the top left to return to the Home Page.) Select the file type you wish to upload from the drop down menu: Payroll to upload additional payroll (hours) files (for clients who use AFcomply Tracking services) Demographic to upload updates or additions to your employee census information Insurance Offers to upload the Insurance Offer file Insurance Carrier Report FOR SELF- FUNDED plans only, to upload employee/ dependent enrollment data. (This information should not be uploaded for fully-insured plans.) 10

17 Click Browse or Choose file to locate the file on your PC or network drive. Once you find the file you wish to upload, select the file and click Open. Your file s name and location will appear above the Save File button. Choose Save File. A confirmation message will appear to notify you that the file you selected has been uploaded: 11

18 Section 5: Step D: Confirm Affordability Safe Harbor Codes The next step is for you to review and confirm the affordability safe harbor codes for your employees. Employees receiving a 1095-C form may be assigned an affordability safe harbor code, if applicable, using the employee class information stored in AFcomply. The three affordability safe harbors are: 1. The Form W-2 wages safe harbor Code 2F: 9.56% X Box 1 W-2 Wages = annual limit for affordability. Compare to employee s annual required contribution for the lowest cost plan available for employee only (single) coverage. Form W-2 safe harbor cannot be finalized until the employee s final Box 1 W-2 Wage (not the total gross wages) is known for the tax year, so it is best used at the end of the year to gauge whether coverage offered during the previous year was affordable. If you elect this safe harbor, it must be applicable for all months of the calendar year for which the employee was offered insurance. 2. The federal poverty line (FPL) safe harbor Code 2G: Calculated based on the mainland FPL for a single individual based on the formulas presented below. This is the easiest safe harbor to administer because it does not have to be calculated employee by employee. Also keep in mind that free coverage is always affordable under FPL. Please note that the following calculations are applicable for the contiguous 48 states. Alaska and Hawaii use higher thresholds. Plan year beginning Feb.-Dec. 2017: 9.69% X $12,060 = $97.38/month Plan year beginning Jan. 2018: 9.56% X $12,060 = $96.07/month Plan year beginning Feb.-Dec. 2018: 9.56% X $12,140 = $96.71/month Important: The federal poverty line safe harbor cannot be used if the lowest cost plan s employee-only contribution exceeds the calculations above. A higher contribution means you do not qualify to use the federal poverty line safe harbor and should calculate whether the employee-only contribution for your lowest cost plan option qualifies under one of the other available safe harbors (Form W-2 or rate of pay). Follow the instructions below to update either the safe harbor code that applies or your contributions for your plan for the particular class of employee. If you have questions about choosing a safe harbor, please contact your consultant. 12

19 3. The rate of pay safe harbor Code 2H: The method for calculating rate of pay safe harbor depends on how the employee is paid (salaried or hourly). For salaried employees, calculate Rate of Pay safe harbor by multiplying annual salary at the start of the plan year by 9.56% for plan years beginning in 2018, and 9.69% for plan years beginning in Compare that to the employee-only annual required contribution for the lowest cost plan available. Rate of pay safe harbor cannot be used for a salaried employee whose salary is reduced during the plan year. Again, always use the single (employee-only) rate. For hourly employees, calculate Rate of Pay safe harbor month by month by using the lower of 1) the hourly rate of pay on first day of the plan year X 130 X 9.56% (2018), or 9.69% (2017) or 2) the lowest hourly rate of pay during the calendar month X 130 X 9.56% (2018), or 9.69% (2017). A short cut with the rate of pay safe harbor is to start with the lowest paid employee and run the calculation for that person if it is affordable for the lowest paid employee, it will be affordable for all those making more money and you will know that you can use the safe harbor for all employees. Important: While there is an alert in the system to notify you if the FPL safe harbor may not be appropriate, there is no data in the system that allows us to calculate whether the W-2 or rate of pay safe harbors are appropriate. You are responsible for making that determination based on the IRS regulations, as summarized above. Different safe harbors can be used for different employees, but only for IRS allowed categories, which are: Salaried versus hourly employees; Employees who work in different states; Collectively bargained versus non-bargained employees; or Each group of collectively bargained employees covered by a different agreement. Reviewing Your Safe Harbor Codes The safe harbor codes that are currently assigned to your different employee classes are shown on the Confirmation Page in Section D: 13

20 Use the information above to review and make sure the codes are correct. It is important to remember that sometimes no safe harbor may apply; if this is the case, you should leave it blank and not assign any affordability safe harbor to that employee class. For the right safe harbor to appear on the form, employees must be assigned to the correct employee class on the employee demographic (census) data file. Important: An affordability safe harbor code should not be entered for any month that the employer did not offer minimum essential coverage to at least 95% of its full-time employees and their dependents (that is, any month for which the ALE member checked the No box on Form 1094-C, Part III, column (a)). For more information, see the instructions for Form 1094-C, Part III, column (a); the IRS instructions are available at: Also note that if you have a non-calendar year plan year, the codes you choose must be applicable to both years. We have entered your affordability safe harbor code for you. If you wish to make a change, please contact your consultant or data team members. Please see the following pages for an overview of the offer codes. Your waiting period should match the waiting period after date of hire before coverage becomes effective. 14

21 Offer Information There should be one code for each month of the year that shows whether the employee was offered coverage, and what features the coverage included. Only report that coverage was available for a particular month if the coverage was available for the entire calendar month. The Series 1 codes used on line 14 are summarized below, and the requirements for each column are described in more detail below the chart: Code Minimum Essential Coverage Minimum Value Affordable FT/Not FT Eligible Party 1A Yes Yes <9.56% FPL (2018); 9.69% (2017) FT EE, SP, & DEP 1B Yes Yes NA FT EE 1C Yes Yes NA FT EE & DEP 1D Yes Yes NA FT EE & SP 1E Yes Yes NA FT EE, SP, & DEP 1F Yes No NA FT Any combination of EE, SP, DEP 1G Offer of coverage for at least one month and enrolled in self-funded coverage for 1 or more months enter for all 12 months Not FT EE 1H No No No FT EE 1J Yes Yes NA FT EE & Conditional offer to SP 1K Yes Yes NA FT EE & DEP Conditional offer to SP 15

22 Minimum Essential Coverage - All employer-sponsored group health plan coverage qualifies as Minimum Essential Coverage (MEC); an employee was only ineligible for MEC if they were ineligible for employersponsored coverage. Minimum Value - A plan has minimum value if it has an actuarial value of at least 60%. Most large group health plans meet the minimum value standard. Affordable - To qualify for the federal poverty line safe harbor (FPL) the employee-only coverage cannot cost more than the following amounts: Plan year beginning Feb.-Dec. 2017: 9.69% X $12,060 = $97.38/month Plan year beginning Jan. 2018: 9.56% X $12,060 = $96.07/month Plan year beginning Feb.-Dec. 2018: 9.56% X $12,140 = $96.71/month FT/Not FT Use Code 1G for someone who was not a full-time employee for any month during 2018 but was enrolled in self-funded coverage for one or more months of the year. If you use code 1G for any month in 2018, that code will be used for the entire year and lines 15 and 16 should be blank for the entire year. For purposes of Forms 1094-C and 1095-C, the term full-time employee means a full-time employee as defined under section 4980H and the related regulations, rather than any other definition of that term that the employer may use for other purposes. Accordingly, a full-time employee is an employee who, for a calendar month, is determined to be a full-time employee under either the monthly measurement method or the look-back measurement method (as applicable to that employee). The monthly measurement method and the look-back measurement method are the two methods provided under the section 4980H regulations for determining whether an employee has sufficient hours of service to be a full-time employee. Under the monthly measurement method, a full-time employee is an employee who was employed an average of at least 30 hours of service per week during a calendar month. Under the look-back measurement method, an employee is a full-time employee for each month of the stability period selected by the employer if the employee was employed an average of least 30 hours of service per week during the measurement period preceding that stability period. For purposes of both methods, 130 hours of service in a calendar month is treated as the monthly equivalent of at least 30 hours of service per week. Eligible Party The Series 1 code will vary based on whether the employee (EE), spouse (SP), and/or dependent children (DEP) are eligible for health coverage. A conditional offer is an offer of coverage that is subject to one or more reasonable, objective conditions (for example, the employer offers to cover an employee s spouse only if the spouse is not eligible for coverage under Medicare or a group health plan sponsored by another employer). Codes 1A and 1E If Codes 1A and 1E both apply, the employer may choose whether to use Code 1A (Qualifying Offer) and not provide any information on line 15, or to use 1E and report the employee cost on line 15. If the employer wants to ensure that the employee cost is reported to both the employee and the IRS then choose Code 1E and provide information on line 15. Note the system defaults to code 1E but you may change it manually if you prefer. Code 1G Use Code 1G for someone who was not a full-time employee for any month during 2018 but was enrolled in self-funded coverage during any part of the 2018 calendar year. This includes part-time 16

23 employees, retirees, or COBRA beneficiaries who were not full-time but who were enrolled in your organization s self-insured coverage during any part of the 2018 calendar year. If you use code 1G for any month in 2018, that code will be used for the entire year and lines 15 and 16 should be blank for the entire year. Code 1H Code 1H is used for any month an employee was not eligible and/or not offered (which includes if they were not employed). COBRA Due to termination If the individual is eligible for COBRA due to termination of employment, use code 1H (no offer) on line 14 and code 2A (employee not employed during the month) on line 16. For the partial month during which the employee is terminated, report code 2B on line 16 if the employee would have been offered coverage for the entire month but for the termination. Due to reduction in hours If the individual is eligible for COBRA due to a reduction in hours, use the correct Series 1 code, and line 16 safe harbor (only if applicable). Non-Employee For a non-employee COBRA participant enrolled for any part of 2018 in a self-funded minimum essential coverage plan, report code 1G for all 12 months and leave lines 15 and 16 blank. Post-Employment Coverage Post-employment coverage such as for a retiree is NOT reported as an offer of coverage on line 14. If required to file Form 1095-C for a former employee (because they were enrolled in self-funded coverage), enter code 1H (no offer of coverage) on line 14 for any month of post-employment coverage, and enter code 2A (not an employee) on line 16. For a non-employee participant (including retirees) enrolled for any part of 2018 in a self-funded minimum essential coverage plan, report code 1G for all 12 months and leave lines 15 and 16 blank. 17

24 Section 6: Step E: Clear All Alerts All system alerts must be cleared before the data can be compiled for your 1095-C forms. An alert is simply a notification that something needs your attention; it does not necessarily mean that there has been an error. Section E on the Confirmation Page will note whether you have any alerts that need to be cleared. For example, this employer has alerts that need to be cleared: If you do not have any alerts that need to be cleared, you may proceed to the next step. 18

25 Clearing Alerts If you have any alerts that need to be cleared, start by clicking Here at the end of Section E: Your Alerts and Alert Details will show on the home page: Alerts are categorized as Employee Import, Carrier Import, Payroll Import, or Insurance Offer alerts. The type of alert and number of records affected will be displayed under the Alerts section, and the Alert Details section will display the names of the individuals to whom the alert applies. Under Alert Details, you can click on the employee s name to see what needs to be addressed in order to clear the alert. 19

26 Address any issues and click Submit. Two different examples are shown below: a Payroll Import alert and an Employee alert: Note that some of the alerts will require you to enter an explanation before you can submit the change. 20

27 Section 7: Step F: Confirm Non-Full Time Employee Status for Recent New Hires On the Confirmation Page under Section F, please review and confirm that the listed employees, if any, are not considered full-time; these are individuals who were hired since the beginning of your last ongoing measurement period who were not classified as full-time. We ask you to confirm here because, in most cases, these individuals will not receive a form unless they were enrolled in your self-funded medical plan; this is the last step in the process to easily confirm that is correct, that they should NOT receive a form showing they were considered a full-time employee during any part of (During a later step you will confirm that the information for each individual s form is correct.) Note that even if an employee was not considered full-time for ACA purposes during any part of 2018, self-funded plans will report on all 2018 enrollees. You may adjust the status for an individual by using the drop down box beside each employee s name, then clicking Save : 21

28 Section 8: Step G: Confirm Spousal and Dependent Offer Information is Correct If you make a conditional offer of coverage for spouses of eligible employees, you need to confirm that has been recorded correctly in the system. A conditional offer is an offer of coverage that is subject to one or more reasonable, objective conditions (for example, the employer offers to cover an employee s spouse only if the spouse is not eligible for coverage under Medicare or a group health plan sponsored by another employer). If an eligible employee is able to enroll their spouse without limitation, you do not have a conditional offer and there is nothing further you need to do on this step; you may proceed to Step H: Confirmation. Confirm Setup is Correct If spouses are conditionally eligible under your plan(s), please confirm they are set up correctly in the system. Start by clicking Here at the end of Section G: Within Employer Setup, under Set-Up, select Medical Plan and confirm you have selected the appropriate Stability Period in the upper right corner: 22

29 Click on the notepad/pencil icon next to the Description for your affected medical plan(s): Under the question Is this plan offered to spouses?, ensure that Conditional Offer has been selected in the dropdown, then click Submit. While you are in this screen, please confirm that your Dependent Offer information is correct for this medical plan. 23

30 Section 9: Step H: Confirmation Now that you have confirmed the accuracy and completeness of your data, you may complete this step by clicking the Confirm button: Next Steps After you click Confirm, you will be taken back to the Status & Action Portal. Your Status for Step 1: Confirm Data is Correct is now showing Complete: Remember that these first two steps, Completing Your Confirmation Page and Completing Your Questionnaire, must be finished by December

2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C

2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C Revised Jan. 17, 2019 2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C SB-25770-XXXX Need Help? You are welcome to call your consultant with any questions at 800-654-8489

More information

Expanded Evolution ACA User Guide. Evolution. payrollexperts.com

Expanded Evolution ACA User Guide. Evolution. payrollexperts.com Expanded Evolution ACA User Guide Evolution 2017 payrollexperts.com 877.536.1907 Payroll Experts - Evolution 2017 ACA User s Guide Table of Contents Affordable Care Act - Employer Responsibilities Overview...

More information

An overview of the financial profile fact finder

An overview of the financial profile fact finder An overview of the financial profile fact finder Functions addressed in this document: A step-by-step walk through of the financial profile fact finder. How data entry is presented to the client within

More information

Web Benefits Admin User Guide

Web Benefits Admin User Guide Web Benefits Admin User Guide. Table of Contents Navigate to Web Benefits... 3 Accessing Employee User Accounts... 4 Employee profile... 4 Active coverage... 5 Event history... 6 Family... 6 Adding a New

More information

ACA Employer Reporting Guide. A practical guide to understanding the ACA 1094 and 1095 employer reporting requirements

ACA Employer Reporting Guide. A practical guide to understanding the ACA 1094 and 1095 employer reporting requirements ACA Employer Reporting Guide A practical guide to understanding the ACA 1094 and 1095 employer reporting requirements Version 7 Updated October 2016 Table of Contents INTRODUCTION TO ACA EMPLOYER REPORTING...

More information

Benefits Module Release Notes

Benefits Module Release Notes Release Notes for 03/12/19 Modifying an Existing Quality of Life Event The functionality for an employee to modify an existing Qualifying Life Event (QLE) or choose to begin a new QLE will be released

More information

BBPadmin s WebCOBRA On Demand Employer User s Guide. BBPadmin s Employer User s Guide to

BBPadmin s WebCOBRA On Demand Employer User s Guide. BBPadmin s Employer User s Guide to BBPadmin s Employer User s Guide to 1 Table of Contents Introduction to Employers... 5 Chapter 1: Getting Started... 6 Purpose of WebCOBRA... 6 For Employers... 6 For Participants... 6 Getting Started

More information

Plan Sponsor Administrative Manual

Plan Sponsor Administrative Manual Plan Sponsor Administrative Manual V 3.1 Sponsor Access Website January 2017 Table of Contents Welcome Overview... p 5 How to Use this Manual... p 5 Enrollment Overview... p 7 Online Enrollment Description...

More information

VEHI FAQ. General Questions & Answers about the Affordable Care Act

VEHI FAQ. General Questions & Answers about the Affordable Care Act VEHI FAQ General Questions & Answers about the Affordable Care Act Updated August, 2014 This VEHI FAQ has been updated to reflect recently released guidance on affordability provisions of the ACA. These

More information

Health Care Reform Review and Best Practices. Fall 2014 User Group Meeting

Health Care Reform Review and Best Practices. Fall 2014 User Group Meeting Health Care Reform Review and Best Practices Fall 2014 User Group Meeting Disclaimer This presentation is not: Legal advice Tax advice The final word on Health Care Reform A political opinion ADP DOES

More information

ACA: THE EMPLOYER MANDATE

ACA: THE EMPLOYER MANDATE Volume Twenty-One, Issue Three May 2018 ACA: THE EMPLOYER MANDATE The Affordable Care Act (ACA) fundamentally changed our health care coverage and payment system. Applicable Large Employers (ALEs) must

More information

CABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits

CABS New Employee Benefits Enrollment Guide. Coventry Corporate Benefits CABS New Employee Benefits Enrollment Guide Coventry Corporate Benefits Table of Contents Overview Initial Login Screen Welcome Screen Personal Information screen (Adding Dependents and Beneficiaries)

More information

2014 EMPLOYEE SELF SERVICE GUIDE

2014 EMPLOYEE SELF SERVICE GUIDE 2014 EMPLOYEE SELF SERVICE GUIDE CONTENTS Click any topic below to go directly to that page. HOW TO USE SELF SERVICE 1.1 How to Access, Log In and Navigate Employee Self Service BENEFITS 2.1 Enrollment

More information

If an employee has the high deductible plan coverage, and they lose their job, is this plan eligible for COBRA continuation?

If an employee has the high deductible plan coverage, and they lose their job, is this plan eligible for COBRA continuation? High Deductible Health Plan HBR Frequently Asked Questions (FAQs) If an employee has the high deductible plan coverage, and they lose their job, is this plan eligible for COBRA continuation? Yes, members

More information

PROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version

PROFITstar November PROFITstar Budget Manager Reference Guide. Hosted Version Table of Contents Welcome to Budget Manager... 1 Budget Administrators... 2 Prerequisites for Completing a Budget... 2 Exporting Data... 2 User Setup and Permissions... 4 Fixed Asset Setup...10 Open Budget

More information

How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator

How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator How to Enter Foreclosure Mitigation Data in Counselor Max using the Guidance and Planning System (GPS) and the Work Plan Generator Table Of Contents Creating a New Foreclosure Mitigation Client (FMC)...

More information

Glossary of Terminology

Glossary of Terminology Glossary of Terminology Form 1095C Form 1094C Individual Statement furnished by the ALE to both the IRS and Employee Company Statement furnished by the ALE to the IRS Administrative Period: It is a period

More information

My Benefits: Standard Enrollment HELP MENU MANUAL

My Benefits: Standard Enrollment HELP MENU MANUAL My Benefits: Standard Enrollment HELP MENU MANUAL TABLE OF CONTENTS Page Numbers Access Employee Self-Service... 2 Enroll in Benefits... 3 Additional Information... 8 Add Qualifying Event... 8 Add Dependents

More information

Third Party Administrator (TPA) Guide to CONNECT

Third Party Administrator (TPA) Guide to CONNECT Third Party Administrator (TPA) Guide to CONNECT TABLE OF CONTENTS Table of Contents... 2 1. Introduction... 3 1.1 Guide Instructions... 3 1.2 CONNECT System Overview... 3 2. Navigate CONNECT as a TPA...

More information

TRAVEL PORTAL INSTRUCTIONS

TRAVEL PORTAL INSTRUCTIONS TRAVEL PORTAL INSTRUCTIONS Date: June 22, 2018 Version: Version 3.1 Prepared By: Berkley Canada Table of Contents 1 ACCESSING THE PORTAL... 3 1.1 LOGIN & LOGOUT... 3 1.2 RESET YOUR PASSWORD... 3 2 THE

More information

Additional Medicare Tax User Guide for QuickBooks

Additional Medicare Tax User Guide for QuickBooks Additional Medicare Tax User Guide for QuickBooks Beginning tax year 2013, a new Additional Medicare Tax (a provision of the Affordable Care Act) of 0.9 percent applies to individuals Medicare taxable

More information

User guide for employers not using our system for assessment

User guide for employers not using our system for assessment For scheme administrators User guide for employers not using our system for assessment Workplace pensions CONTENTS Welcome... 6 Getting started... 8 The dashboard... 9 Import data... 10 How to import a

More information

To Retrieve Your Census From Our Website. 1. Go to or click on the link in your message.

To Retrieve Your Census From Our Website. 1. Go to  or click on the link in your  message. To Retrieve Your Census From Our Website 1. Go to www.ascensusconsulting.net or click on the link in your email message. 2. Click on Plan Sponsor Login located in the upper right side of the screen. 3.

More information

Scheme Management System User guide

Scheme Management System User guide Scheme Management System User guide 20-09-2016 1. GETTING STARTED 1.1 - accessing the scheme management system 1.2 converting my Excel file to CSV format 2. ADDING EMPLOYEES TO MY PENSION SCHEME 2.1 Options

More information

Frequently Asked Questions and Answers on IRS Form 1095-C

Frequently Asked Questions and Answers on IRS Form 1095-C Frequently Asked Questions and Answers on IRS Form 1095-C Q1. What is Form 1095-C? A1: The IRS will use the information provided on Form 1095-C to administer the Employer Shared Responsibility provisions

More information

ACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger

ACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger ACS YEAR-END FREQUENTLY ASKED QUESTIONS This document includes answers to frequently asked questions about the following ACS modules: General Ledger Payroll Accounts Payable Accounts Receivable General

More information

Atradius Atrium. July version 3.0. Atradius Atrium. User manual. Atradius Atrium - User Manual Version 3.0

Atradius Atrium. July version 3.0. Atradius Atrium. User manual. Atradius Atrium - User Manual Version 3.0 July 2018 - version 3.0 User manual 1 - User Manual Version 3.0 Drive your business forward with powerful, easy-to-use credit management tools is the Atradius online platform, which offers you one place

More information

IRS Reporting in 2018 What Employers Need to Know

IRS Reporting in 2018 What Employers Need to Know IRS Reporting in 2018 What Employers Need to Know Presented by: Lorie Maring Phone: (404) 240-4225 Email: lmaring@ Fasten Your Seat Belts, It s Going to be a Bumpy (Ride)! Letter 226J IRS Begins Tax Assessments!

More information

FLORIDA SURPLUS LINES SERVICE OFFICE. IPC Procedures Manual

FLORIDA SURPLUS LINES SERVICE OFFICE. IPC Procedures Manual FLORIDA SURPLUS LINES SERVICE OFFICE IPC Procedures Manual December 2016 TABLE OF CONTENTS 1. INTRODUCTION... 4 1.1. Purpose of this Document...4 1.2. Intended Audience...4 1.3. FSLSO Contact Information...4

More information

PNC HSA Funding & Contribution Guide for Employers

PNC HSA Funding & Contribution Guide for Employers PNC HSA Funding & Contribution Guide for Employers How to set up and send employer-directed HSA Contributions with PNC Bank 20180924AHNJ Document Updates The table below details updates made to the document

More information

MERCER MARKETPLACE 365 S M * RRA INSTRUCTIONAL GUIDE

MERCER MARKETPLACE 365 S M * RRA INSTRUCTIONAL GUIDE MERCER MARKETPLACE 365 S M * RRA INSTRUCTIONAL GUIDE Please keep this guide in a convenient location so that you may refer to it as needed. Contact us by: Phone (toll-free): 1-866-435-5135 Dial 711 (deaf

More information

Using FastCensus for Plan Sponsors

Using FastCensus for Plan Sponsors Using FastCensus for Plan Sponsors FastCensus is a secure, online tool for Plan Sponsors to access, edit, validate and submit census data to their Third Party Administrator for the purposes of year-end

More information

Affordable Health Care Reporting Preparation and Reporting Procedures

Affordable Health Care Reporting Preparation and Reporting Procedures Affordable Health Care Reporting Preparation and Reporting Procedures Important Dates: Printed 1095 forms are required to be provided to the employees by Jan 31 st. Printed 1094/5 forms for the IRS (if

More information

Sage Abra HRMS Abra Workforce Connections. Benefits and Planning Guide

Sage Abra HRMS Abra Workforce Connections. Benefits and Planning Guide Sage Abra HRMS Abra Workforce Connections Benefits and Planning Guide 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered

More information

Health Care Reform: Ready for 2015? AGENDA

Health Care Reform: Ready for 2015? AGENDA Health Care Reform: Ready for 2015? Presented by Karen Vines, Vice President, IMA, Inc. Director of Employee Benefits Governance & Compliance AGENDA Session Objective Case Study Overview of Facts Pay or

More information

MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE

MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE Please keep this guide in a convenient location so that you may refer to it as needed. Contact us by: Phone (toll-free): 1-855-698-1568 For deaf or hard of

More information

Q&A from Assurex Global Webinar "Final ACA Regulations on How to Define Full-Time Employees" May 22, 2014

Q&A from Assurex Global Webinar Final ACA Regulations on How to Define Full-Time Employees May 22, 2014 Q: 4980H(a) penalty - $166.67 per mo per employee not counting A: Yes, that's correct for 2015 on a monthly basis; it would be necessary to multiply that amount first 80 in 2015. We have over 100 FTE's

More information

Getting started. UltraBranch Business Edition. alaskausa.org

Getting started. UltraBranch Business Edition. alaskausa.org Getting started UltraBranch Business Edition alaskausa.org Contents 2 4 6 8 9 11 13 14 15 21 22 23 24 Key features Getting started Company permissions Setting & exceeding limits Configuring ACH & tax payments

More information

This Knowledge Builder will walk an employee through enrolling in benefits for themselves and their family members.

This Knowledge Builder will walk an employee through enrolling in benefits for themselves and their family members. KNOWLEDGE Builders WORKDAY: ENROLLING IN BENEFITS This Knowledge Builder will walk an employee through enrolling in benefits for themselves and their family members. Try It Out Follow the steps below to

More information

Self-Guided Tour Instructions

Self-Guided Tour Instructions Self-Guided Tour Instructions Compass Group Support Services Benefits Department sus-benefits@compass-usa.com 800-447-4476 855-276-8425 Table of Contents 3 Enrolling In Benefits 3 Logging On 3 Welcome

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionS_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

Decoding the Codes. Understanding the IRS Form 1095-C ACA Reporting Codes. hubemployeebenefits.com

Decoding the Codes. Understanding the IRS Form 1095-C ACA Reporting Codes. hubemployeebenefits.com Decoding the Codes Understanding the IRS Form 1095-C ACA Reporting Codes hubemployeebenefits.com Decoding the Codes Form 1095 - C Part II Common Coding Combinations IMPORTANT NOTE The code combinations

More information

1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type:

1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: 1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: www.benefitbridge.com/egusd 1 1. If you are a returning

More information

Enrolling as a New Employee or Newly Eligible for Benefits Employee

Enrolling as a New Employee or Newly Eligible for Benefits Employee Enrolling as a New Employee or Newly Eligible for Benefits Employee If enrolling dependents, you will need to provide the following information and documentation: Marriage Certificate or Oregon Certificate

More information

M Y F I N A N C E H O W T O

M Y F I N A N C E H O W T O U S S F C U P E R S O N A L F I N A N C I A L M A N A G E M E N T M Y F I N A N C E H O W T O CONTENTS Overview..2 Getting Started... 2 Dashboard... 4 Accounts... 6 Adding an External Online Account...

More information

Lesson 2: Banking and Credit Cards

Lesson 2: Banking and Credit Cards Sage 50 Premium Accounting 2016 Level 2 Lesson 2: Banking and Credit Cards Lesson Objectives In this lesson, you will learn how to set up and use the bank reconciliation feature in Sage 50 Accounting.

More information

Introduction to Client Online

Introduction to Client Online Introduction to Client Online Trade Finance Guide TradeFinanceNewClientsV2Sept15 Contents Introduction 3 Welcome to your introduction to Client Online 3 If you have any questions 3 Logging In 4 Welcome

More information

Access and User Management

Access and User Management Date published: 25.06.2018 Estimated reading time: 30 minutes Authors: Editorial Team The bookmarks and navigation in this tutorial are optimized for Adobe Reader. Access and User Management 1. Introduction

More information

Reference Guide. Sales and Use Tax e-services Webinar January 2018

Reference Guide. Sales and Use Tax e-services Webinar January 2018 Reference Guide Sales and Use Tax e-services Webinar January 2018 This course is a live demonstration of e-services related to Minnesota sales and use tax. The webinar is designed for e- Services users

More information

RISD 2018 Voluntary Insurance Open Enrollment Dec-01 Dec-15, Benefit Enrollment Instructions

RISD 2018 Voluntary Insurance Open Enrollment Dec-01 Dec-15, Benefit Enrollment Instructions 2018 Benefit Enrollment Instructions Contents Quick Reference... 3 Access and log in to the Online Enrollment Portal (OEP)... 6 Password Reset and Login Instructions... 7 Enrolling in 2018 Supplemental

More information

IRS Q&A About Employer Information Reporting on Form 1094-C and Form 1095-C

IRS Q&A About Employer Information Reporting on Form 1094-C and Form 1095-C IRS Q&A About Employer Information Reporting on Form 1094-C and Form 1095-C On December 22, 2016, the Internal Revenue Service (IRS) updated its longstanding Questions and Answers about Information Reporting

More information

Setting up TaxSlayer Pro Online

Setting up TaxSlayer Pro Online Setting up TaxSlayer Pro Online To set up TaxSlayer ProOnline as a Favorite in your web browser, use the following steps: 1. Open Internet Explorer, Mozilla Firefox, or Google Chrome. 2. Type https://vita.taxslayerpro.com

More information

Ready or Not: ACA Reporting Starts March 31 st!

Ready or Not: ACA Reporting Starts March 31 st! Ready or Not: ACA Reporting Starts March 31 st! Presented February 2016 by Mary Powell, Tiffany Santos, Elizabeth Loh, Callan Carter & Eric Schillinger Agenda Introduction The Big Picture Open Questions

More information

DUS DocWay TM Loan Documents User Guide. January 2019

DUS DocWay TM Loan Documents User Guide. January 2019 DUS DocWay TM Loan Documents User Guide January 2019 Table of Contents Getting Started with DUS DocWay... 1 Welcome Page Navigation... 3 Loan Documents Navigation... 6 Update Document Category and Type...

More information

1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type:

1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: 1. Welcome to BenefitBridge. To access the BenefitBridge portal, login to BenefitBridge from the internet. 2. In the internet address bar, type: www.benefitbridge.com/egusd 1 1. If you are a returning

More information

Washington State Requirements

Washington State Requirements Washington State Requirements Release 7.0 SP3/FP5 Training/User Guide Revised: 06/23/11 2011 New World Systems Corporation. All Rights Reserved. All rights reserved. Information within this document is

More information

ACA Cloud Compliance Solution

ACA Cloud Compliance Solution ACA Cloud Compliance Solution System Setup and Maintenance Quick Reference Guide Last Update 3/9/2018 125 N. Kickapoo Lincoln, Illinois 62656 integrity-data.com 888.786.6162 **Updated Documentation** visit

More information

MyBenefits. Online Benefits Enrollment for New Employees

MyBenefits. Online Benefits Enrollment for New Employees MyBenefits Online Benefits Enrollment for New Employees Welcome to the University of Notre Dame! This guide will help you navigate MyBenefits (mybenefits.nd.edu), the University s online benefits enrollment

More information

Benefit Elections Guide

Benefit Elections Guide Benefit Elections Guide Revised: October 2017 Workday version 29 Note: Workday provides two updates per year and there may be slight differences between the screen shots in this guide and the actual Production

More information

High Deductible Health Plan Enrollment and Administration

High Deductible Health Plan Enrollment and Administration High Deductible Health Plan Enrollment and Administration Caroline Smart, Director of Health Plan Operations October 2014 Presentation Overview ACA Requirements Statutory Requirements Workgroups Board

More information

Greenshades Garnishments User Guide

Greenshades Garnishments User Guide Greenshades Garnishments User Guide 1. 1. General Overview... 4 1.1. About this Guide... 4 1.2. How Greenshades Garnishments Works... 4 1.3. Default Deduction Setup within GP... 5 1.4. Employee Deduction

More information

Implementation Wizard

Implementation Wizard Implementation Wizard User Guide 125 N. Kickapoo Lincoln, Illinois 62656 integrity-data.com 888.786.6162 **Updated Documentation** visit our website to check for updated user guides. P a g e 1 32 Copyright

More information

ACA REPORTING WEBINAR QUESTIONS AND ANSWERS

ACA REPORTING WEBINAR QUESTIONS AND ANSWERS ACA REPORTING WEBINAR QUESTIONS AND ANSWERS The following questions on ACA reporting requirements to the IRS make up parts one and two of an ebook series. Contact us for part three, in which we cover questions

More information

Health Reform Update: Proposed Regulations on Employer Shared Responsibility

Health Reform Update: Proposed Regulations on Employer Shared Responsibility May 24, 2013 Action Required Health Reform Update: Proposed Regulations on Employer Shared Responsibility In January, the Internal Revenue Service (IRS) issued proposed regulations and a Frequently Asked

More information

MyBenefits Open Enrollment User Guide

MyBenefits Open Enrollment User Guide MyBenefits Open Enrollment User Guide This guide will help you navigate MyBenefits, the University s online benefits enrollment application. All benefit-eligible faculty and staff must actively enroll

More information

EXPRESS. Employee Guide

EXPRESS. Employee Guide EXPRESS EXPRESS Employee Guide Employee Guide Your Benefit Administration Self-Service Center Trustmark ------------------------------------------------------------------------------------------------------------

More information

MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE

MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE Please keep this guide in a convenient location so that you may refer to it as needed. Contact us by: Phone (toll-free): 1-866-321-0967 For deaf or hard of

More information

If it has do you know the employer ID? Has the pension scheme already been set up within Star Payroll Professional? o

If it has do you know the employer ID? Has the pension scheme already been set up within Star Payroll Professional? o pensionsync is a third party provider of integration solutions which connects payroll to pensions so you can send your pension feed to the pension provider at the click of a button. pensionsync offer a

More information

Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹

Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹ Using the HAMP Reporting Tool: Reporting Treasury FHA-HAMP Official Modifications to the U.S. Treasury ¹ In July 2009, the Federal Housing Administration (FHA) launched the FHA-Home Affordable Modification

More information

FlexChoice. Reimbursement Account Overview. Sentinel Benefits. Custom Solutio ns for Life and Wealth

FlexChoice. Reimbursement Account Overview. Sentinel Benefits. Custom Solutio ns for Life and Wealth FlexChoice Reimbursement Account Overview Sentinel Benefits & F I NA N CI A L GRO U P Custom Solutio ns for Life and Wealth Welcome to Your F SA We have put together this guide to help you get the most

More information

MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE

MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE MERCER MARKETPLACE 365 HRA INSTRUCTIONAL GUIDE Please keep this guide in a convenient location so that you may refer to it as needed. Contact us by: Phone (toll-free): 1-866-609-4810 For deaf or hard of

More information

Year-End ACA Processing 2017

Year-End ACA Processing 2017 Year-End ACA Processing 2017 * * PERSONA * * applied systems technology TECHNICAL DOCUMENT 1 ***** Major Announcement regarding submittal of electronic ACA files to IRS. ***** AST will not be supporting

More information

Andrews University Enrollment Guide

Andrews University Enrollment Guide Andrews University Enrollment Guide The 2015 benefits enrollment web site provides you with the tools you need to make your benefit elections this year. It is your responsibility to understand the benefits

More information

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0

Master User Manual. Last Updated: August, Released concurrently with CDM v.1.0 Master User Manual Last Updated: August, 2010 Released concurrently with CDM v.1.0 All information in this manual referring to individuals or organizations (names, addresses, company names, telephone numbers,

More information

MARATHON FINANCIAL ACCOUNTING END OF CALENDAR YEAR

MARATHON FINANCIAL ACCOUNTING END OF CALENDAR YEAR The following instructions will guide you through the end of a calendar year process. This process includes steps for W-2 Forms, Electronic W-2 Filing, Clear Calendar Year to Date Totals, Tax Table updates

More information

Open Enrollment User Guide

Open Enrollment User Guide Open Enrollment User Guide Open Enrollment is your once per year chance to make changes to your benefits, unless you experience a HIPAA Qualifying Life Event. Open Enrollment will run from Monday, October

More information

NEST Pension File Creation

NEST Pension File Creation NEST Pension File Creation Introduction... 2 NEST configuration... 3 Company configuration... 3 Employee Details configuration... 3 NEST Enrolling Workers... 4 Create a NEST Enrolling Workers file:...

More information

AFFORDABLE CARE ACT EMPLOYER SHARED RESPONSIBILITY PROVISION PLAY OR PAY

AFFORDABLE CARE ACT EMPLOYER SHARED RESPONSIBILITY PROVISION PLAY OR PAY AFFORDABLE CARE ACT EMPLOYER SHARED RESPONSIBILITY PROVISION PLAY OR PAY The Affordable Care Act s Employer Shared Responsibility (ESR) provision often called the Employer Mandate or Play or Pay requires

More information

By Larry Grudzien Attorney at Law

By Larry Grudzien Attorney at Law By Larry Grudzien Attorney at Law 1 Beginning in 2015, certain large employers may be subject to penalty taxes for failing to offer health care coverage for all full-time employees (and their dependents),

More information

Salon Associate & Salon Leader Self Service User Guide

Salon Associate & Salon Leader Self Service User Guide Salon Associate & Salon Leader Self Service User Guide 1391 Table of Contents Table of Contents... 2 Introduction... 3 Accessing Self Service... 4 Salon Associate Self Service... 6 Address Change... 6

More information

Compliance Alert. ACA Mandates Different Measures of Affordability

Compliance Alert. ACA Mandates Different Measures of Affordability Compliance Alert ACA Mandates Different Measures of Affordability August 29, 2014 Quick Facts: Several Affordable Care Act (ACA) provisions measure the affordability of employersponsored health coverage.

More information

Plan Sponsor User Guide

Plan Sponsor User Guide Plan Sponsor User Guide Getting Started with PensionEdge Plus This guide is designed to provide you with a quick understanding of the many features of the PensionEdge Plus portal. The portal allows you

More information

Region IV RMIC. SMART HR Retiree and COBRA Insurance Setup & Processing

Region IV RMIC. SMART HR Retiree and COBRA Insurance Setup & Processing Region IV RMIC SMART HR Retiree and COBRA Insurance Setup & Processing Revised May 2009 Contents COBRA Checklist... 3 Retiree and COBRA Insurance Processing in SMART HR... 4 Coverage Continuation Notices

More information

How to Use the New NeighborWorks New Homebuyer Full Information Service Module in CounselorMax

How to Use the New NeighborWorks New Homebuyer Full Information Service Module in CounselorMax How to Use the New NeighborWorks New Homebuyer Full Information Service Module in CounselorMax Introduction... 2 Client Intake... 2 Using the GPS Form and Carrying out the Service Steps... 5 Collect NW

More information

EMPLOYEE NAVIGATOR NEW HIRE BENEFIT INSTRUCTIONS 1

EMPLOYEE NAVIGATOR NEW HIRE BENEFIT INSTRUCTIONS 1 EMPLOYEE NAVIGATOR NEW HIRE BENEFIT INSTRUCTIONS 1 Go to: https://www.employeenavigator.com/! Login (upper right)! Register as New User! Fill in required Info (Company Identifier is SPS186) >Next! Create

More information

Sentric. Common 1095-C Scenarios

Sentric. Common 1095-C Scenarios Sentric Common 1095-C Scenarios Introduction Mike Petrasek Customer Success Marketing Manager Before We Begin A Disclaimer If you re unsure then talk to your accountant or benefits broker. Agenda Resources

More information

Navigating Bill It Now

Navigating Bill It Now Version 3 9/16/2011 Navigating Bill It Now Using your internet browser, go to www.billitnow.com Click on the Log In link located at the top right hand corner of the screen to display the BMS Login Screen,

More information

TAA Scheduling. User s Guide

TAA Scheduling. User s Guide TAA Scheduling User s Guide While every attempt is made to ensure both accuracy and completeness of information included in this document, errors can occur, and updates or improvements may be implemented

More information

Darcy L. Hitesman. MACA/MCHRMA Conference September 10, 2015 MACA/MCHRMA 9/10/15

Darcy L. Hitesman. MACA/MCHRMA Conference September 10, 2015 MACA/MCHRMA 9/10/15 Darcy L. Hitesman MACA/MCHRMA Conference September 10, 2015 MACA/MCHRMA 9/10/15 1 Two new reporting requirements beginning in 2016 Caution: Based on 2015 calendar year data. Reporting requirement not tied

More information

Quick Reference Guide Welcome TEST USER

Quick Reference Guide Welcome TEST USER Welcome TEST USER HELP RETIREMENT MANAGER DEMO FEEDBACK VersionE_000 Getting Started This Retirement Manager participant website Quick Reference Guide will assist you to easily navigate and complete important

More information

Prelude Section 6055 MEC Reporting Section 6056 ALE Reporting Information Applicable to Both 6055 and 6056 The IRS Forms Takeaways Questions

Prelude Section 6055 MEC Reporting Section 6056 ALE Reporting Information Applicable to Both 6055 and 6056 The IRS Forms Takeaways Questions Presented by: Frances Horn, JD,PHR Employee Benefits Compliance Officer Prelude Section 6055 MEC Reporting Section 6056 ALE Reporting Information Applicable to Both 6055 and 6056 The IRS Forms Takeaways

More information

Mastering Forms 1095-C and 1094-C. Brought to you by Preferred Insurance and The DeChristopher Group May 20, 2015

Mastering Forms 1095-C and 1094-C. Brought to you by Preferred Insurance and The DeChristopher Group May 20, 2015 Mastering Forms 1095-C and 1094-C Brought to you by Preferred Insurance and The DeChristopher Group May 20, 2015 Disclaimer The information contained in this presentation is based on IRS guidance issued

More information

Determining Applicable Large Employer Status & Full-Time Equivalent Employees

Determining Applicable Large Employer Status & Full-Time Equivalent Employees Determining Applicable Large Employer Status & Full-Time Equivalent Employees Q Who is considered an employee? A For these purposes, an individual who is an employee under the common law standard is considered

More information

Solutions for ACA Implementation. berrydunn.com GAIN CONTROL

Solutions for ACA Implementation. berrydunn.com GAIN CONTROL Solutions for ACA Implementation berrydunn.com GAIN CONTROL EMPLOYER PENALTIES: HOW DO YOU KNOW? When Right to Section 1411 Certification 2015 appeal From the Marketplace Certifies that EE has qualified

More information

Regarding non-student dependents over age 19; can funds from an HSA be used for their qualifying expenses?

Regarding non-student dependents over age 19; can funds from an HSA be used for their qualifying expenses? Are employee elections required every plan year like an FSA? Elections to pay for benefits on a pre-tax basis through a cafeteria plan are generally required for each Or are they continuous until the employee

More information

Online Pay Claims for EXAM SUPERVISORS User Guide Version 1.0

Online Pay Claims for EXAM SUPERVISORS User Guide Version 1.0 Online Pay Claims for EXAM SUPERVISORS User Guide Version 1.0 Table of Contents What is Employee Self Service?... 4 Where do I start?... 4 Where do I find help?... 4 Getting Started... 5 Pay Claim Entry...

More information

Introduction to Client Online

Introduction to Client Online Introduction to Client Online Bibby Factors International Guide 1 InternationalFactoringNewClientBibbyUKopsSept15 Introduction 3 Logging In 5 Welcome Screen 6 Navigation 7 Viewing Your Account 9 Invoice

More information

Frequently Asked Questions for Members

Frequently Asked Questions for Members Frequently Asked Questions for Members m y i n s i g h t p e r s o n a l f i n a n c i a l m a n a g e m e n t t o o l GENERAL What is MyInsight? MyInsight is an intuitive online money management tool

More information

Do not include a Social Security Number in your .

Do not include a Social Security Number in your  . Member Guide Table of Contents Introduction... 3 System Requirements... 3 Accessing CoreLink II... 4 Menu Components... 5 Log-in Screen... 5 Log-in Instructions... 5 Forgot Your Password... 6 Main Menu...

More information

USER GUIDE. Loans. (Partner iseries Only)

USER GUIDE. Loans. (Partner iseries Only) USER GUIDE Loans (Partner iseries Only) 2007. Transamerica Life Insurance Company. All rights reserved. Information in this document is subject to change without notice. No part of this document may be

More information