ACA Comply Training. Contact Us Helena Manzella 215-654-9140 ext. 216 [email protected] Alison Saylor 267-289-0410 [email protected].

ACA Comply Training

Contact Us

Helena Manzella

215-654-9140 ext. 216

[email protected]

Alison Saylor

267-289-0410

[email protected]

Additional Users

• Brokers, HR team, etc.

• Provide their name and email address

• Security role: access employee wage information?

• Alison Saylor

ACA Background

• Applicable Large Employer (ALE)• 50 FTE employees in 2014• Transition Relief

www.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

215-654-9140 ext. 216

[email protected]

Alison Saylor

267-289-0410

[email protected]