ACA Comply Training

Contact Us Helena Manzella ext. 216 Alison Saylor

Additional Users Brokers, HR team, etc. Provide their name and address Security role: access employee wage information? Alison Saylor

ACA Background Applicable Large Employer (ALE) 50 FTE employees in 2014 Transition Relief Act/Employers/Transition-Reliefwww.irs.gov/Affordable-Care- Act/Employers/Transition-Relief Penalties Penalties for not offering coverage Penalties for offering “unaffordable” coverage Full-Time Employees Extremely important to categorize or classify your employees correctly in your payroll system.

ACA Background Cont’d Look-Back Measurement Method Variable Hour Employees Measurement Period (3 to 12 months long) Administrative Period (0 to 90 days long) Stability Period (Based on length of Measurement Period)

ACA Background and Reporting 1094-C Transmittal Form 1095-C Employee Statement Self-insured plans must also report on “covered individuals” Fully-insured plans do not need to include dependent details

Form 1094-C

Form 1095-C

ACA Reporting Dates Reporting Effective January 1, 2015 Employee Statement due January 31, 2016 All reporting to IRS due February 29th (if manually filing) All reporting to IRS due March 31st (if E-filing)

ACA Comply: Payroll Data PayChoice clients: Payroll data will automatically be pushed into your Dashboard every payroll Occasionally in the initial upload we will find inaccurate data based upon what was in the payroll system – take a look at your data! Non-PayChoice clients: Your initial payroll data must be imported using a provided import template. It is important to ensure that your information in payroll is accurate Let us know if there are any issues

ACA Comply Resources This webinar is recorded and link will be provided These PowerPoint Slides Training Videos embedded throughout ACA Comply Downloadable Resources Reporting Essentials Step-by-Step Guide Offers of Coverage Template Instructions Employee Census Template Instructions

ACA Comply Dashboard Reporting Essentials Module Resources throughout

ACA Comply Dashboard Ongoing Compliance Dashboard (Left) General information Import results Full-Time Equivalent Employee (FTE) count Measurement period details Hover for more info ACA Compliance Dashboard Employee counts by Employment Category Measurement & Stability Period details Potential Penalties EE Affordability count

Reporting Essentials Module Plan Builder Build any plan that would be effective in 2015 May have 2014 plans Employee Census SSN, Address Information Plan Assignment Assign Plan Eligibility Offers of Coverage Identify Offers of Coverage made to employees

Plan Builder Create and enter plan information for all plans that are offered at any point in 2015 Each contribution structure for a plan is considered its own plan Non-calendar year plans – include all data even if irrelevant to 2015

Employee Census Data Step 1: Missing fields sometimes include: SSN, Address, City, State, Zip Missing information needs to be uploaded to system using excel template Step 2: Review data for accuracy. Use on an EE’s record to make any changes. Always Save changes. Non PayChoice clients: You will need to import your EE census information using these buttons:

Plan Assignment This section is used to assign plan eligibility to your employees. Must build the plans and review your EE Census first before you can assign eligibility. Assign plan eligibility to employees through the use of filters. Filters include: employee name, ID, type, status, pay type, department, location Key to reporting affordability so it must be accurate

Plan Assignment: Continued Step 1: Select the plan at the top of the page Step 2: Filter the employees using column headers. Step 3: Click Step 4: Review your assignments using the

Offers of Coverage After Plan Builder and Plan Assignment Driven by exporting and importing excel template Fully Insured Employers use the “Standard Template” Self-Insured Employers use the “Self-Insured Template” After completing the excel template, import the file using the “Show Import Form” button:

Offers of Coverage: Updates/Changes Monthly review and update Review at the end of the 2015 calendar year to make sure it’s correct You can click the “Edit” button to edit a single employee’s offer of coverage in the table You can make individual offers without using the excel templates by using these fields:

Resources ACA Dashboard > Resources Expand each section for more information Videos embedded throughout

Contact Us Helena Manzella ext. 216 Alison Saylor