ACA Observations and Next Steps - PlanSource...Understand ACA Requirements . 5 Problem: Employers Lacked the Appropriate Resources . 6 Problem: Vendors Couldn’t Handle the Basics

L O C K T O N C O M P A N I E S

ACA Observations and Next Steps

Brad Mandacina Lockton Companies

2016 | 2017

1

Where we’re going and what we’ll cover

1094 & 1095 Hangovers

Preparing for 2016

Vendor Landscape

2

2016: Still a Lot of Wood to Chop

3

Problem: Employers Played the

Waiting Game

4

Problem: Employers Didn’t Understand ACA Requirements

5

Problem: Employers Lacked the

Appropriate Resources

6

Problem: Vendors Couldn’t Handle the Basics

7

Problem: Vendors Had

Implementation Issues

8

Preparing for 2016 & 2017 Reporting

Preparing For 2016 and 2017 Reporting

9

Vendor Landscape

Our Mission

To be the worldwide value and service leader in insurance brokerage, risk management, employee benefits, and retirement services

Our Goal

To be the best place to do business and to work

RISK MANAGEMENT | EMPLOYEE BENEFITS | RETIREMENT SERVICES

lockton.com

© 2016 Lockton, Inc. All rights reserved. KC: 20048