ACA Compliance:
What you need to know now for 2016 and beyond

All employers, especially those with 50 or more employees, are challenged to not only understand but to comply with the Affordable Care Act (the Act). With onerous reporting requirements,  various measurement methods and periods and  evolving guidance from the regulators,  owners, finance and human resource professionals should attend this complimentary Breakfast briefing to hear the latest guidance and to help determine what they've done or should be doing and what they're missing.

This latest Clark Insurance Breakfast Briefing will feature Bill Enck and Roger Prince, Senior Managers at BerryDunn, CPAs and Consultants. 

What will you learn?

1.    Filing Requirements: Update on the ACA reporting requirements – Do you know if you need to file or not? If so, have you filed or are you ready to file?

2.    Measurement Methods: Monthly measurement method versus the look-back measurement method for determining full-time employee status. When should each method be used and what are the implications?

3.   Affordability Standard:  The dos and don’ts of opt-out benefits, cafeteria plan flex credits, and HRA benefits and how each impacts the “affordability” of employee premium payments

4.    Documentation Requirements: What documentation should you have to verify Applicable Large Employer status, determination of full-time employees and offers of coverage to your employees?

5.    Qualification: Controlled groups and affiliated service groups – What they are and how do they impact the ACA employer mandate provisions and reporting requirements

About Bill Enck & Roger Prince

Bill, who works in BerryDunn's Employee Benefits Group, divides his time between plan auditing and the plan selection, design, administration and correction of qualified retirement plans, 403(b) plans, and nonqualified deferred compensation plans. Bill also provides consulting services related to the tax benefits of the various types of welfare benefit and flexible benefit plans. Since the Act was enacted, Bill has been a frequent writer and speaker on the tax provisions contained in the Act.  He provides consulting services to various organizations regarding the impact of the Act’s employer mandate andreporting provisions on their business.

Roger, who works in BerryDunn's Tax Group, has more than 25 years of experience working with employers of all sizes with respect to their qualified and non-qualified retirement plans as well as their tax-favored employee benefits. Roger has helped many clients optimize their 401(k) or 403(b) plan design and has also served as a resource with respect to executive compensation concerns. Roger has helped many clients optimize their 401(k) or 403(b) plan design and has also served as a resource with respect to executive compensation concerns.

 Roger also focuses on non-retirement employee benefits offered favorable treatment under the Internal Revenue Code. This includes employer-provided welfare benefits (e.g., healthcare), fringe benefits of many types and accrued leave programs. More recently, Roger has spent a great deal of time on the Affordable Care Act with respect to its tax impact on Employers and their employees. He has spoken at numerous venues on this topic. 

7:30 a.m. Coffee & Continental Breakfast
8:00 a.m. Presentation
9:30 a.m. Adjourn 

This is another in our series of Breakfast Briefings, part of the value-added services from Clark Insurance. Please register today and indicate if you will be bringing others from your organization. We look forward to seeing you!

Register Now!