Health Reimbursement Agreement (HRA) Employer Application External Talking Points

Size: px
Start display at page:

Download "Health Reimbursement Agreement (HRA) Employer Application External Talking Points"

Transcription

1 Health Reimbursement Agreement (HRA) Employer Application External Talking Points In order to ensure a smooth implementation, we will need to obtain employer information, plan information and other criteria. The Employer Application Talking Points will assist you in the preparation of the information required for the HRA implementation. The items listed will be discussed in more detail during the initial conference call. After the initial conference call, you will receive, via , a detailed confirmation page of the information discussed to ensure the accuracy of the Plan Design. Employer Information When initially implementing an employer in our HRA system, we request specific information about the employer. Contact Information: The Plan Administrator will be the main contact for any HRA Administration questions, have access to the Aetna HRA website, receive reimbursement reports and receive the monthly administration invoice via . Plan Administrator Contact Information: Name, address, phone and fax number. If there is a different contact to receive the monthly administration invoice, we will need their name, address, phone and fax number. Organization Type: Corporation Sub Chapter S Corporation Partnership LLC Limited Liability Company Government Agency Professional Corporation Professional Association Standard Industry Code: The Standard Industrial Classification (SIC) is a classification system used in the United States to collect statistical information based on business activities. We will ask you to provide the employer s four digit SIC, or industry type. For example, a car dealership s industry is Motor Vehicle Dealer and their SIC is State Law: Some companies might have multiple locations in different states. In this case, we would need to know which state law applies to the company s plan. Participation: HRAs are not allowed to discriminate in terms of who can participate in the plan. IRS Regulations stipulate that only employees and former employees can participate in an HRA. The following are not eligible to participate in the HRA: More than 2% shareholders in an S-Corp, including employee spouses, parents, children & grandchildren Sole proprietors Partners in a partnership Members of an LLC Outside directors Anyone deemed to be Self-Employed There are some classifications allowed for employees: Full Time vs. Part Time Active vs. Former Nonunion vs. Union Ineligible Classifications: Management vs. Nonmanagement Only employees with x number of years in service Only employees with compensation in excess of x amount Eligibility Requirements HRA plan s eligibility requirements and employee participation: 1. The following class of employees are eligible to participate: All full-time employees All employees Salaried employees only Hourly employees only 1

2 2. The following employees are excluded from participation: No exclusions Part-time employees normally expected to work less than a specific number of hours a week s under a specific age Union employees (unless the bargaining agreement provides for coverage) Non-resident aliens 3. The service period employees must complete before being eligible to participate is as follows: A. For the initial plan year, anyone employed on the plan effective date and subsequent plan years: As of date of hire Number of days after date of hire Number of months after date of hire B. For all plan years: As of date of hire Number of days after date of hire Number of months after date of hire 4. Once the employees are eligible, they can begin participating in the plan: Date employee First day of pay period following the date employee First day of month following the date employee First day of quarter following the date employee First day of plan year following the date employee Plan Periods and Renewal Dates coincide with your medical policy period or can be effective based on a calendar year in order to coincide with your medical deductible. If the medical deductible runs on a calendar year, we recommend implementing the HRA on a calendar year to coincide with your deductible. When the medical deductible resets in January, so will the HRA benefit. If your HRA effective date is based on the medical plan year and your medical deductible resets based on the calendar year, there may be an impact to your employees. For example, if your medical plan is effective and the HRA is effective through , there is potential for a participant to be reimbursed the maximum HRA benefit for dates of service through If that participant has additional eligible deductible claims beginning , there are no additional HRA funds available throughout the remainder of the HRA plan. New HRA funds would not become available until after the HRA renewal for dates of service beginning Having the HRA coincide with the medical deductible eliminates this potential gap in HRA benefits. When the HRA plan is calendar year and the medical plan is non-calendar year, changes in the medical plan may result in a desired change in the HRA which would not be available until the HRA renewal. HRA plan design changes are only available at the HRA plan renewal date. Plan Designs Listed below are sample plan designs and amounts for the HRA. has responsibility prior to the HRA benefit. 1 st Tier 2 nd Tier HRA TOTAL $1, $2, $2, $3, $5, Plan Designs continue on next page. The effective date of the HRA is very important. The HRA can be effective based on the medical plan year in order to 2

3 HRA is first dollar benefit with employee responsibility second 1 st Tier HRA 2 nd Tier TOTAL Fully funded HRA, stand alone HRA or limited scope (for example, dental, vision only) 1 st Tier HRA Total Allowed Expenses $1, $2, $2, $3, $5, Listed below are the options for the eligible expenses for an HRA Plan. All 213d expenses (very similar to an FSA) This is the broadest category of reimbursable expenses and generally allows for the HRA to reimburse for any expense incurred to treat a specific medical condition, which can include over-the-counter medication, alternative therapy, dental, vision, etc. Expenses applied to the health plan deductible only Under this option, the HRA reimburses all deductible expenses, both in and out of network, Medical and Rx (if applicable) according to the plan design. Health plan related expenses Under this option, the HRA reimburses expenses incurred by the member which apply toward their underlying medical plan s deductible, coinsurance and copays, but excludes non-health related expenses, such as over-thecounter medication, dental and vision. Stand Alone or Limited Scope HRA Under this option, an HRA can be designed for just dental expenses, for example. This option provides reimbursement for dental and vision expenses. This design is utilized when the employer offers an HSA to employees. It can also be an HRA not linked to a specific medical plan. Rollover A fundamental aspect of HRAs is to allow for rollover of unused funds at the end of the plan year. The rollover applies unused funds from the previous plan year to be utilized in future plan years. For example, once the current plan year HRA benefits have been utilized, the rollover funds can be applied to any remaining employee responsibility in the current plan year. Also, by allowing employees to rollover unused funds, they have an incentive to save their funds for future eligible expenses. Spend-Down Spend-Down allows an ex-employee to submit claims for dates of service after their termination date to spend down the unused portion of their HRA account. This is not related to COBRA continuation. Streamline and Claim Submission Streamline provides the capability for automatic, paperless submission of HRA claims submitted and processed through Aetna s medical plan. Once a participant s claim is processed through medical or dental (if applicable), the claim data is provided electronically for submission through the HRA plan. The participant just has to provide their medical ID card at the time of service, and there is no need for manually submitting an Explanation of Benefit (EOB) or reimbursement form. The streamline data is received weekly and reimbursement is in accordance to our reimbursement schedule. Claims received by the 5th are reimbursed on the 15th. Claims received by the 20th are reimbursed on the last day of the month. Once a claim is processed through medical, the claim data is received within approximately 10 business days. Reimbursements for medical claims are based on when the provider submits the claim and the time required for adjudicating the claim. In most cases, the participant will receive their reimbursement for the medical claim prior 3

4 to receiving a bill from the provider. For prescriptions, the participant purchases the prescription and we receive the claim via streamline within approximately 10 business days. Reimbursement will be received in accordance to our reimbursement schedule. Streamline not applicable: The following are not eligible to participate in streamline: Participant or their dependents who have coverage under another health plan with coordination of benefits. Participant whose Medical coverage includes a domestic partner who is not a dependent for federal income tax purposes. The medical expenses of the domestic partner who is not a tax-qualified dependent are not eligible for reimbursement under the HRA. Participant Reimbursement Options Our reimbursement method is direct deposit. Listed below is information regarding our direct deposit process and alternative reimbursement methods: Direct deposit Aetna HRA will transfer funds electronically from the employer to be deposited directly into the participant s account. Reimbursements are processed twice a month, on the 15th and the last day of the month. notification will be sent to the employer hours prior to our reimbursements indicating the amount to be funded for the HRA reimbursements. Participant must provide a direct deposit form and a voided check from their checking account. Check Aetna HRA will provide checks issued to the participant with the employer banking information. These checks are mailed directly to the employer for disbursement to the employees; the funds will be drafted from your account when the employee cashes/deposits the check. Reports will also be provided in addition to the checks for each reimbursement. Combination of direct deposit and checks Some employees will receive checks and some will receive direct deposit into their checking accounts for their HRA reimbursements. (Participants selecting direct deposit must provide a direct deposit form and a voided check from their checking account.) THE DIRECT DEPOSIT AND CHECK OPTIONS REQUIRE THE FOLLOWING: 1. Voided check or magnetic ink character recognition (MICR) for the bank account which will be used to fund the HRA. (If only a starter check is available, provide a letter from the bank listing the employer name, routing number and account number as confirmation, in addition to the starter check). 2. Starting check number (if check option is chosen). 3. Direct deposit forms and voided checks from each employee s checking account (if direct deposit option is chosen). Report only Aetna HRA will provide semi-monthly reports, via , for the claims that we have received and processed. The employer will issue reimbursements to the participants as provided in the reports. (This option cannot be in conjunction with check or direct deposit. We do not require any banking information from the employer or employees for this option.) Run-Out Period A run-out period is the number of days after the plan year has ended, that the participants can submit claims for dates of service within the HRA plan year. The standard run-out period is 60 days. Unless otherwise specified, the run-out period will be the same for a terminated employee. Additional Requirements Completed HRA census (eligible employees) Medical Services Plan (MSP) employer form MSP census Medical Plan Design (highlight sheet) Employer s banking information (if applicable) s direct deposit information (if applicable) 4

5 MyAetnaFunds.com Once the implementation has been finalized, the Plan Administrator will be provided access to the Aetna HRA website. If additional access for Human Resources is needed, we will require their name, address, phone and fax number. Website access cannot be provided to a broker due to private employee information. The Plan Administrator can view balances and access reports. The employees will also have access to the Aetna HRA website to view their personal account information. Welcome Kit Upon final implementation, the Plan Administrator will receive an Aetna HRA Welcome Kit. The Welcome Kit will contain an Administrative Guide which provides more details on the Aetna HRA process, forms, website instructions, our Customer Service contact information and the countersigned documents. Aetna HRA Accounting will begin sending out the monthly administration invoices beginning with the HRA effective date. The Aetna HRA Customer Service team will provide support and handle all future requests. Invoicing The employer will receive their monthly invoice for their Aetna HRA administration fees via . Note: The employer will remit their Aetna HRA fees to a different address than their Aetna Medical Address. Monthly fees may be paid electronically through ACH. During the implementation process, an ACH form for the monthly fees will be provided. Next Steps After the initial implementation call, an will be provided with a confirmation of the plan information discussed during the call, and list any remaining information needed. During the implementation process, if there are any questions, the Plan Administrator will be contacted. We will follow up with the Plan Administrator until all information is received. Once all required information is received, the information will be updated in our system. We will update the Plan Administrator and/or Broker throughout the process through final implementation. 5

HRA Data Gathering Form & Processing Guidelines

HRA Data Gathering Form & Processing Guidelines 1541 Alta Drive, Suite 306 Whitehall, PA 18052 610-774-9900 1-800-460-0738 610-774-9910 FAX www.hradministrators.com HRA Data Gathering Form & Processing Guidelines **Please provide the carrier s Schedule

More information

Healthcare Reimbursement Arrangement

Healthcare Reimbursement Arrangement Healthcare Reimbursement Arrangement Presented By: Adam M.J. Dupuis VP of Consulting HRC Total Solutions, LLC Table of Contents Table of Contents.. 2 Background... 3 Healthcare Reimbursement Arrangement

More information

IMPLEMENTATION GUIDE HEALTH REIMBURSEMENT ARRANGEMENT (HRA)

IMPLEMENTATION GUIDE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) RemoveRemove IMPLEMENTATION GUIDE HEALTH REIMBURSEMENT ARRANGEMENT (HRA) WELCOME Welcome to Alerus Retirement and Benefits (Alerus). We appreciate the opportunity to provide employee benefit services for

More information

UFCW & Employers Benefit Trust

UFCW & Employers Benefit Trust UFCW & Employers Benefit Trust New PPO Medical Plan Features Page 2 The PPO Medical Plan For those members who are covered under the 2007 Collective Bargaining Agreement, there are significant improvements

More information

Consumer Driven Healthcare Health Savings Accounts and Health Reimbursement Arrangements

Consumer Driven Healthcare Health Savings Accounts and Health Reimbursement Arrangements Presented By: Marty Hobbs Director of Business Development, 125Company Consumer Driven Healthcare Health Savings Accounts and Health Reimbursement Arrangements 1 Introducing Consumer Driven Healthcare

More information

Health Reimbursement Arrangement (HRA) Plan Information

Health Reimbursement Arrangement (HRA) Plan Information Health Reimbursement Arrangement (HRA) Plan Information What is an HRA? A Health Reimbursement Arrangement (HRA) is an employer-funded benefit in which your employer contributes money into an account which

More information

How To Determine If A Consumer-Directed Health Care Plan Is Right For Your Business

How To Determine If A Consumer-Directed Health Care Plan Is Right For Your Business How To Determine If A Consumer-Directed Health Care Plan Is Right For Your Business White Paper 2006 Kevin Carmelengo Vice President Insurance Brokerage and Consulting With the advent of consumer-directed

More information

Consumer Driven Health Plans (CDHP) Insider s Guide. Effective January 1, 2016

Consumer Driven Health Plans (CDHP) Insider s Guide. Effective January 1, 2016 Consumer Driven Health Plans (CDHP) Insider s Guide Effective January 1, 2016 CDHP Insider s Guide page 2 Table of contents You can be a CDHP insider CDHP tips and how it works CDHP tips to save you money

More information

Are Your Workers Taking Advantage of Their Employee Benefits? Benefit Resource ebook.

Are Your Workers Taking Advantage of Their Employee Benefits? Benefit Resource ebook. Are Your Workers Taking Advantage of Their Employee Benefits? Benefit Resource ebook Table of Contents 1 2 3 4 5 6 8 9 What Are Pre-Tax Employee Benefits? Pre-Tax Benefit Trends Commuter Benefits Flexible

More information

All Staff (Those represented by a collective bargaining unit should refer to their agreements)

All Staff (Those represented by a collective bargaining unit should refer to their agreements) Page 1 of 7 Subject: Layoff and Recall Applies to: All Staff (Those represented by a collective bargaining unit should refer to their agreements) I. Policy: A layoff is defined as an action involving the

More information

Accessing your HRA. If you are a new or existing UnitedHealthcare member. Tracking your Healthy Rewards on myuhc.com. Dear Member,

Accessing your HRA. If you are a new or existing UnitedHealthcare member. Tracking your Healthy Rewards on myuhc.com. Dear Member, Dear Member, Now that you have enrolled in the Health Reimbursement Medical Plan option, we wanted to provide you with important information about your Health Reimbursement Account (HRA). Accessing your

More information

Enhanced Customer Experience HR & Employee Benefits

Enhanced Customer Experience HR & Employee Benefits Enhanced Customer Experience HR & Employee Benefits When you turn to SBAM for help with complicated and expensive human resource and employee benefits programs, you re joining an organization who understands

More information

Accessing Your HRA myuhc.com If You Are a New UnitedHealthcare Member myuhc.com myuhc.com Tracking Your Healthy Rewards on myuhc.

Accessing Your HRA myuhc.com If You Are a New UnitedHealthcare Member myuhc.com myuhc.com Tracking Your Healthy Rewards on myuhc. Dear Member, Now that you have enrolled in the Health Reimbursement Medical Plan option, we wanted to provide you with important information about your health reimbursement account (HRA). Accessing Your

More information

Benefits Administrator

Benefits Administrator Benefits Administrator Our partner, XccelerateHR, is a forward thinking, client focused organization that works with businesses and nonprofits to provide cost-efficient, scalable Workforce Management Solutions

More information

Employer Implementation Overview

Employer Implementation Overview Employer Implementation Overview ConnectYourCare is committed to making the on-boarding process as simple and quick as possible. We have put significant resources behind the development and testing of

More information

NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS PERSONAL SERVICES CONTRACT

NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS PERSONAL SERVICES CONTRACT NORTH CAROLINA SCHOOL OF SCIENCE AND MATHEMATICS PERSONAL SERVICES CONTRACT A Personal/Consultant Services Contract is used when a department identifies the need to hire an independent contractor. An independent

More information

PBMs: From RFP To Implementation. Christopher Cannon, NASTAD U.S. Virgin Islands ADAP and Georgia ADAP April 3, 2014

PBMs: From RFP To Implementation. Christopher Cannon, NASTAD U.S. Virgin Islands ADAP and Georgia ADAP April 3, 2014 PBMs: From RFP To Implementation Christopher Cannon, NASTAD U.S. Virgin Islands ADAP and Georgia ADAP April 3, 2014 Webinar Etiquette Phone lines Lines will be muted until dedicated question time. Please

More information

TCO / ROI Tool. Total Cost of Ownership. Health and Welfare Benefits Administration

TCO / ROI Tool. Total Cost of Ownership. Health and Welfare Benefits Administration TCO / ROI Tool Total Cost of Ownership Health and Welfare Benefits Administration helping companies optimize their HR / benefits / payroll service partnerships KEY Variable Input Variable Input Variable

More information

HSA EMPLOYER RESOURCE GUIDE. Fifth Third Bank Health Savings Account

HSA EMPLOYER RESOURCE GUIDE. Fifth Third Bank Health Savings Account HSA EMPLOYER RESOURCE GUIDE Fifth Third Bank Health Savings Account Contents Welcome 3 Your Fifth Third Bank HSA Implementation Checklist 4 Your HSA Maintenance Checklist 7 Customer Service Information

More information

Payroll Policy. Purpose of Policy. The policy is to cover the administration of the payroll service. Overview

Payroll Policy. Purpose of Policy. The policy is to cover the administration of the payroll service. Overview Purpose of Policy Overview Scope: Mandatory Policy The policy is to cover the administration of the payroll service The policy covers the range of services provided by payroll, the legislative requirements

More information

Updates on the April 1 Migration of the Blue Rewards Incentive Card and CDH Plan Administration to Further

Updates on the April 1 Migration of the Blue Rewards Incentive Card and CDH Plan Administration to Further Date: February 26, 2018 Market: CD, all groups with Blue Rewards incentive cards and all CDH Facets groups Updates on the April 1 Migration of the Blue Rewards Incentive Card and CDH Plan Administration

More information

Underwriting Guidelines

Underwriting Guidelines UnitedHealthcare Underwriting Guidelines California Small Business 1-100 Employees Effective January 1, 2017 Table of contents. Underwriting requirements. 1 Standard administrative Options/Post-sale. 7

More information

Employee Navigator/BenefitMall Payroll Integration. Names

Employee Navigator/BenefitMall Payroll Integration. Names Employee Navigator/BenefitMall Payroll Integration Names House-Keeping Session is being recorded Reminder: Employee Navigator s users conference is 50% sold-out We love your questions, it makes us feel

More information

Type of Pay Hours Rate Amount. Regular Pay 40 $8.00 per hour = $ $12.00 per hour. Gross Pay $368.00

Type of Pay Hours Rate Amount. Regular Pay 40 $8.00 per hour = $ $12.00 per hour. Gross Pay $368.00 Chapter 6 Understanding Pay and Benefits Gross Pay, Deductions, and Net Pay Gross pay is the amount you earn before any deductions are subtracted. Amounts subtracted from your gross pay are called. When

More information

The Bank of Elk River: Digital Wallet Terms and Conditions

The Bank of Elk River: Digital Wallet Terms and Conditions The Bank of Elk River: Digital Wallet Terms and Conditions These Terms of Use ("Terms") govern your use of any eligible debit card issued by The Bank of Elk River (a "Payment Card") when you add, attempt

More information

Online Cash Management

Online Cash Management Online Cash Management Business Bill Pay CONTENTS Business Bill Pay... 1 Getting Started... 1 Home Page... 2 Adding Payees... 3 Transfers... 4 Making Payments... 5 Recurring Payments... 6 Single Payments...

More information

[HR / WORKFORCE ADMINISTRATION FACT SHEET]

[HR / WORKFORCE ADMINISTRATION FACT SHEET] UCPath is a system-wide project launched by the University of California to modernize its current payroll system. UCPath introduces new, modern technology on the PeopleSoft platform that will align payroll,

More information

Human Resources Frequently Asked Questions

Human Resources Frequently Asked Questions Human Resources Frequently Asked Questions Stock/401k When do I become eligible to participate in the General Parts International, Inc. 401(k) Plan? How do I change my deferral percentage and fund elections

More information

NEW HIRE REPORTING INFORMATION FOR TEXAS

NEW HIRE REPORTING INFORMATION FOR TEXAS Thank you for downloading Agent 77 s NEW HIRE REPORTING INFORMATION FOR TEXAS. This form is provided to you as is. As provided, we believe it meets all requirements needed for Federal compliance, as applicable,

More information

Partnership Agreement for Workplace Giving Campaign. Company Name and Mile High United Way Partnership

Partnership Agreement for Workplace Giving Campaign. Company Name and Mile High United Way Partnership Partnership Agreement for Workplace Giving Campaign Company Name and Mile High United Way Partnership Workforce Campaign There are many ways to structure and conduct a campaign. It is important the campaign

More information

CHICAGO MINIMUM WAGE AND PAID SICK LEAVE RULES SUPPORTING CHAPTER 1-24 OF THE MUNICIPAL CODE OF CHICAGO

CHICAGO MINIMUM WAGE AND PAID SICK LEAVE RULES SUPPORTING CHAPTER 1-24 OF THE MUNICIPAL CODE OF CHICAGO CHICAGO MINIMUM WAGE AND PAID SICK LEAVE RULES SUPPORTING CHAPTER 1-24 OF THE MUNICIPAL CODE OF CHICAGO ARTICLE 1 GENERAL RULES SECTION I. DEFINITIONS Terms used in these Rules that are defined in Chapter

More information

Q/A. The PEO Model: Accountant Frequently Asked Questions. PEO Overview. What is a PEO? What is Co-employment? ADP TotalSource clients continue to:

Q/A. The PEO Model: Accountant Frequently Asked Questions. PEO Overview. What is a PEO? What is Co-employment? ADP TotalSource clients continue to: The PEO Model: Accountant Frequently Asked Questions Q/A PEO Overview What is a PEO? Professional Employer Organizations (PEO) enter into a co-employment relationship with clients, which allows them to

More information

Mass Transit or Parking Benefits Flexible Spending Account (FSA)

Mass Transit or Parking Benefits Flexible Spending Account (FSA) Mass Transit or Parking Benefits Flexible Spending Account (FSA) Like the Health Care and Dependent Care Flexible Spending Accounts, the Mass Transit and Parking Benefits FSAs let you save on taxes by

More information

FREQUENTLYASKED QUESTIONS LAST UPDATE: APRIL8, 2005 DEDUCTIONS DIRECT DEPOSIT EMPLOYEE SELF-SERVICE PAYCHECKS PAYROLL CALENDAR

FREQUENTLYASKED QUESTIONS LAST UPDATE: APRIL8, 2005 DEDUCTIONS DIRECT DEPOSIT EMPLOYEE SELF-SERVICE PAYCHECKS PAYROLL CALENDAR WORKING TOGETHER COLLEGES DISTRICT LABOR MANAGEMENT SYSTEMS USERS INFO TECH PROJECT MAESTRO MODERNIZING ALL EMPLOYEE SYSTEMS TO REVITALIZE OPERATIONS FAQ FREQUENTLYASKED QUESTIONS LAST UPDATE: APRIL8,

More information

When an employee requests a PFL, the Leave Administrator will determine whether the

When an employee requests a PFL, the Leave Administrator will determine whether the 1 Hello and welcome to this overview of the new Paid Family Leave benefit for Syracuse University staff that will be available starting January 1, 2018. This overview is intended for managers and supervisors

More information

BPA Touch Point of Sale Payroll System

BPA Touch Point of Sale Payroll System BPA Touch Point of Sale Payroll System TABLE OF CONTENTS Summary...4 Uploading Federal Tax Tables...5 Defining Employees with Payroll Parameters...6 Adding Employees To BPA...7 Page 1...7 Page 2...9 Page

More information

CoreSource Reimbursement Accounts

CoreSource Reimbursement Accounts CoreSource Reimbursement Accounts Agenda Overview Employer and Consumer Portals Multi Account Management: Flexible Spending Accounts Health Reimbursement Accounts Mobile Apps Debit Card Features and Benefits

More information

Electronic Payments & Statements (EPS) Frequently Asked Questions (FAQs)

Electronic Payments & Statements (EPS) Frequently Asked Questions (FAQs) Electronic Payments & Statements (EPS) Frequently Asked Questions (FAQs) Note: EPS features contained within these FAQs may not be applicable to all Payers. General Questions 1. What is Electronic Payments

More information

Benefit Administration System Capabilities & Details. System Details v4 06_16

Benefit Administration System Capabilities & Details.  System Details v4 06_16 Benefit Administration System Capabilities & Details www.benefithelp.com ACA Compliance ACA MANAGER You chose BenefitHelp TM for best in class benefits administration, service and support. Now you can

More information

The Fair Labor Standards Act

The Fair Labor Standards Act The Fair Labor Standards Act HELPING DEALERS UNDERSTAND UPDATES TO THE WHITE COLLAR EXEMPTIONS AND ENSURE COMPLIANCE WITH OTHER RELEVANT FLSA EXEMPTIONS COMMONLY USED IN EQUIPMENT DEALERSHIPS. 1. Welcome/Overview

More information

HRA IMPLEMENTATION GUIDE

HRA IMPLEMENTATION GUIDE HRA IMPLEMENTATION GUIDE Integrated health reimbursement arrangements (HRAs) THE POWERFUL & easyhra SOLUTION Table of contents Easy execution 4 Timeline 5 Phase 1: Preparation 6 Phase 2: Integration 7

More information

Relax and Recharge Vacation Buy Guide TOTAL REWARDS Vacation Buy Guide

Relax and Recharge Vacation Buy Guide TOTAL REWARDS Vacation Buy Guide Relax and Recharge 2016 Vacation Buy Guide TOTAL REWARDS 2016 Vacation Buy Guide ii Relax and Recharge YOU ARE RECEIVING THIS GUIDE BECAUSE YOU RECENTLY ELECTED TO PARTICIPATE IN THE VACATION BUY PROGRAM

More information

PROMOTING EMPLOYMENT ACROSS KANSAS (PEAK)

PROMOTING EMPLOYMENT ACROSS KANSAS (PEAK) PROMOTING EMPLOYMENT ACROSS KANSAS (PEAK) PEAK Quarterly Reporting Instructions This manual helps guide Qualified Companies through the quarterly reporting requirements of the PEAK Program. Individuals

More information

isolved 2015 YEAR END GUIDE

isolved 2015 YEAR END GUIDE isolved 2015 YEAR END GUIDE We at Payroll Network (PNI) would like to take this opportunity to thank you for your business and to wish you a Happy Holiday Season and a prosperous New Year. Please Review

More information

Seller Portal Users Guide

Seller Portal Users Guide Seller Portal Users Guide Contents Page 3 Overview 4 Seller Portal Access 5 Entering the Seller Portal 6 Main Tab: Underwriting Guidelines 7 Quote Tab: Contract Sale Process 13 Contract Tab: Existing Contracts

More information

Top 5 Employee Data Audits to perform for accurate ACA reporting

Top 5 Employee Data Audits to perform for accurate ACA reporting Top 5 Employee Data Audits to perform for accurate ACA reporting Understanding the Patient Protection and Affordable Care Act (PPACA) and the annual reporting requirements requires detailed knowledge of

More information

New Member Reference Guide Your guide to getting the most from your Part D coverage.

New Member Reference Guide Your guide to getting the most from your Part D coverage. New Member Reference Guide Your guide to getting the most from your Part D coverage. What s Inside: Get started with your plan... Manage your prescriptions online...3 SilverScript network pharmacies...4

More information

Vacation Plan. Marathon Petroleum Vacation Plan

Vacation Plan. Marathon Petroleum Vacation Plan Marathon Petroleum Vacation Plan Effective January 1, 2018 Table of Contents I. Eligibility... 1 II. Vacation Service... 1 III. Vacation Benefit During the Calendar Year of Hire, Rehire, or Return From

More information

Payroll Table of Contents

Payroll Table of Contents Payroll Table of Contents I. Payroll, Getting Started...1 General Description... 1 Reports and Forms... 2 Terminal Inquiry Options... 3 Setting Up the Basic Data Files... 4 Setting Up the Payroll System

More information

Family Medical Leave (FMLA) Policy

Family Medical Leave (FMLA) Policy The Family and Medical Leave Act (FMLA) is a federal law that provides job protected leave for Associates who meet certain qualifications. An FMLA Leave may be for one s own medical condition or it may

More information

Pay, Benefits, and Working Conditions

Pay, Benefits, and Working Conditions Chapter 6 Pay, Benefits, and Working Conditions 6.1 Understanding Pay and Benefits 6.2 Work Schedules and Unions 2010 South-Western, Cengage Learning Lesson 6.1 Understanding Pay and Benefits GOALS Compute

More information

Chrysler Promotional Allowance Program. October, 2009

Chrysler Promotional Allowance Program. October, 2009 Chrysler Promotional Allowance Program October, 2009 Agenda Program Overview Program Processes Advertising Rules and Examples Getting Started Program Headquarters Program Overview Program Administrator:

More information

Text Club $500 a Day Cash Prize Sweepstakes OFFICIAL SWEEPSTAKES RULES

Text Club $500 a Day Cash Prize Sweepstakes OFFICIAL SWEEPSTAKES RULES Text Club $500 a Day Cash Prize Sweepstakes OFFICIAL SWEEPSTAKES RULES SWEEPSTAKES DESCRIPTION: The Text Club $500 Cash Prize sweepstakes ( Sweepstakes ) will begin on Monday, January 26, 2015 and end

More information

17% Guaranteed Discounts. Sales. Year 1. For entry into a draw for One Year s Free Electricity** quote this code: UP TO

17%  Guaranteed Discounts. Sales. Year 1. For entry into a draw for One Year s Free Electricity** quote this code: UP TO X I F D N A Y A D O T H C T I W S S T N U O C S I D R U O Y + u get Plan lets yo Airtricity Bugyd costs over 12 months er spread your en Year 1 Guaranteed Discounts a gas contract For existing electricity

More information

Doc P-Card Services Provider RFP

Doc P-Card Services Provider RFP 1 of 9 2/29/2016 4:55 PM Go To Dashboard Help Keith Haran Doc706066747 - P-Card Services Provider RFP Prev Next Exit On this page you create the information that participants will read and respond to during

More information

Payroll Integration User s Guide

Payroll Integration User s Guide Payroll Integration User s Guide This guide includes general instructions for the use of Employee Navigator s Payroll Integration product both for the client and for our partners. It is intended for use

More information

THE CITY UNIVERSITY OF NEW YORK THE CATASTROPHIC SICK LEAVE BANK PROGRAM. The Catastrophic Sick Leave Bank Program

THE CITY UNIVERSITY OF NEW YORK THE CATASTROPHIC SICK LEAVE BANK PROGRAM. The Catastrophic Sick Leave Bank Program I. Program Description THE CITY UNIVERSITY OF NEW YORK THE CATASTROPHIC SICK LEAVE BANK PROGRAM The Catastrophic Sick Leave Bank Program The Catastrophic Sick Leave Bank ( CSLB ) is a pool of sick leave

More information

TAX-FREE COMMUTER BENEFITS GUIDE. Offer tax savings and incentives to help your employees get to work!

TAX-FREE COMMUTER BENEFITS GUIDE. Offer tax savings and incentives to help your employees get to work! TAX-FREE COMMUTER BENEFITS GUIDE Offer tax savings and incentives to help your employees get to work! Welcome! We hope this guide serves as an introduction to tax-free commuter benefits that your company

More information

DESKTOP PAYROLL Getting Started Guide

DESKTOP PAYROLL Getting Started Guide DESKTOP PAYROLL Getting Started Guide DESKTOP PAYROLL Getting Started Guide Welcome to QuickBooks Desktop Payroll QuickBooks Desktop Payroll gives you the tools you need to efficiently manage your payroll.

More information

Employment Opportunity

Employment Opportunity Employment Opportunity SALARY: $5,194 $6,341 per month Closing Date: Wednesday, April 18, 2012 at 5:30 PM HOW TO APPLY: Applicants must complete and submit an original City of Corona Employment Application

More information

Practice Growth Strategies

Practice Growth Strategies In this issue: Practice Growth Strategies Success Story Quick Tips Practice Growth Strategies Top 10 Marketing Strategies to Grow Your Payroll Practice Payroll is the perfect hook to attract new clients.

More information

BOSTON COLLEGE MASSACHUSETTS EARNED SICK TIME LAW QUESTIONS AND ANSWERS

BOSTON COLLEGE MASSACHUSETTS EARNED SICK TIME LAW QUESTIONS AND ANSWERS BOSTON COLLEGE MASSACHUSETTS EARNED SICK TIME LAW QUESTIONS AND ANSWERS 1. What does the law provide? Effective July 1, 2015, the law provides that essentially all employees in Massachusetts earn a certain

More information

Individual ProviderOne Training Packet

Individual ProviderOne Training Packet Individual ProviderOne Training Packet Welcome to Individual ProviderOne (IPOne). This packet contains step-by-step instructions for Individual Providers (IPs) on how to register and use the IPOne payment

More information

PA School-Based ACCESS Program

PA School-Based ACCESS Program Frequently Asked Questions for the Transition to EasyTrac Solution PA School-Based ACCESS Program Table of Contents Transition to PCG...4 LEA Data...5 EasyTrac Support PCG Help Desk...6 EasyTrac Functionality...6

More information

LINCOLN BLACK LABEL GUIDELINES

LINCOLN BLACK LABEL GUIDELINES The Lincoln Black Label Advertising Covenant Program is designed to guide Dealers in the development of Tier III advertising and marketing activities that promote Lincoln Black Label as a true premium

More information

Ford Motor Company of Canada, Limited Ford Dealer Advertising Co-op Program Guidelines at a Glance

Ford Motor Company of Canada, Limited Ford Dealer Advertising Co-op Program Guidelines at a Glance Ford Motor Company of Canada, Limited Ford Dealer Advertising Co-op Program Guidelines at a Glance The nature of the review associated with the Ford Dealer Advertising Co-op Program is limited to conformance

More information

Employer Quick Start Guide

Employer Quick Start Guide Employer Quick Start Guide Table of Contents Getting Started... 1 Ordering ID Cards... 2 Enrolling Employees... 2 Enrolling Dependents... 4 Canceling Employees or Dependents... 5 Online Billing... 6 Paying

More information

Sage 100 Direct Deposit. Getting Started Guide

Sage 100 Direct Deposit. Getting Started Guide Sage 100 Direct Deposit Getting Started Guide This is a publication of Sage Software, Inc. 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service

More information

How to Submit an Employer Payroll Statement

How to Submit an Employer Payroll Statement How to Submit an Employer Payroll Statement 2018 Saskatchewan Workers Compensation Board Revised: 11/01/18 Table of Contents Completing your online Employer Payroll Statement (EPS)... 3 Saving your Employer

More information

BOARD SELF-EVALUATION TOOL

BOARD SELF-EVALUATION TOOL BOARD SELF-EVALUATION TOOL The following assessment tool is to be completed at a meeting of the Board of Directors. We believe that this assessment can be completed in about 30 minutes, but the more time

More information

NEBRASKA WESLEYAN UNIVERSITY NONEXEMPT PART-TIME 9 MONTH EMPLOYEE [Under 1000 hours per year]

NEBRASKA WESLEYAN UNIVERSITY NONEXEMPT PART-TIME 9 MONTH EMPLOYEE [Under 1000 hours per year] NEBRASKA WESLEYAN UNIVERSITY NONEXEMPT PART-TIME 9 MONTH EMPLOYEE [Under 1000 hours per year] The University administration reserves the right to change any of these benefits during employment. All staff

More information

ACA & PBJ COMPLIANCE GUIDES (A.K.A. HOW TO STAY PENALTY FREE) V4 (0601F)

ACA & PBJ COMPLIANCE GUIDES (A.K.A. HOW TO STAY PENALTY FREE) V4 (0601F) ACA & PBJ COMPLIANCE GUIDES (A.K.A. HOW TO STAY PENALTY FREE) V4 (0601F) LEGAL DISCLAIMER ACA and PBJ Compliance, Publications and Content The ACA and PBJ Compliance Guide is intended to be used as a handbook

More information

AGENDA WELCOME ASO SIGNATURE PRODUCER INCENTIVE NETWORKING ANNE BAUM, VICE PRESIDENT LEHIGH VALLEY RICHARD MIGASH, MANAGER MAJOR MARKETS

AGENDA WELCOME ASO SIGNATURE PRODUCER INCENTIVE NETWORKING ANNE BAUM, VICE PRESIDENT LEHIGH VALLEY RICHARD MIGASH, MANAGER MAJOR MARKETS AGENDA WELCOME ANNE BAUM, VICE PRESIDENT LEHIGH VALLEY ASO SIGNATURE RICHARD MIGASH, MANAGER MAJOR MARKETS PRODUCER INCENTIVE AMANDA UNGER, DIRECTOR STRATEGIC PRODUCER RELATIONS NETWORKING THANK YOU 1

More information

U N I V E R S I TY. FormFire Broker Guides and Training Videos. FormFire Broker Guides. Welcome and Introduction Guide - Click to view

U N I V E R S I TY. FormFire Broker Guides and Training Videos. FormFire Broker Guides. Welcome and Introduction Guide - Click to view F O R M F I R E U N I V E R S I TY FormFire Broker Guides and Training Videos FormFire Broker Guides Welcome and Introduction Guide - Click to view 1. New Broker Setup Guide - Click to view 2. Adding Clients

More information

FAMILY AND MEDICAL LEAVE POLICY

FAMILY AND MEDICAL LEAVE POLICY FAMILY AND MEDICAL LEAVE POLICY Policy It is the policy of Skidmore College to provide its employees time off (paid and unpaid) necessitated by illness or family care in accordance with the federal Family

More information

APPENDIX XII. Employment Contract

APPENDIX XII. Employment Contract Employment Contract This Contract of Employment shall be effective as of (Insert date). Between The Employer: (Parish Name), a parish of the The Roman Catholic Episcopal Corporation For The Diocese of

More information

Integrated Compensation Plan

Integrated Compensation Plan Integrated Compensation Plan 2017 OPTAVIA LLC. ALL RIGHTS RESERVED At OPTAVIA, our Coaches are the lifeblood of our program. OPTAVIA Coaches help others realize Lifelong Transformation, One Healthy Habit

More information

EPK Benefit s Portal User Guide

EPK Benefit s Portal User Guide EPK Benefit s Portal User Guide Logging In The First Time And Establishing A Password Page 2 Navigation Tips Page 3 Establishing Banking Information Page 4 Viewing Bills and Making Payments Page 6 Canceling

More information

GE Transportation isupplier Portal (isp) Training

GE Transportation isupplier Portal (isp) Training GE Transportation isupplier Portal (isp) Training Overview GE Transportation provides our suppliers an excellent resource to easily submit invoices and check invoice and payment status through the GETS

More information

RULES GOVERNING THE SECONDMENT OF NATIONAL EXPERTS TO THE EUROPEAN PARLIAMENT BUREAU DECISION 4 MAY 2009

RULES GOVERNING THE SECONDMENT OF NATIONAL EXPERTS TO THE EUROPEAN PARLIAMENT BUREAU DECISION 4 MAY 2009 7.1.5. RULES GOVERNING THE SECONDMENT OF NATIONAL EXPERTS TO THE EUROPEAN PARLIAMENT BUREAU DECISION 4 MAY 2009 The Bureau, - having regard to Rule 22 of Parliament s Rules of Procedure, - after consulting

More information

Compensation Plan Full-Time Non-Exempt Salaried Employees

Compensation Plan Full-Time Non-Exempt Salaried Employees GENERAL McLANE SCHOOL DISTRICT Compensation Plan Full-Time Non-Exempt Salaried s 2017-2018 This document is a summary of wages and benefits approved by the Board of Education for full-time salaried non-exempt

More information

Charter School Compensation (Salary and Benefits) Survey. Charter School Information

Charter School Compensation (Salary and Benefits) Survey. Charter School Information Charter School Information Please complete this survey no later than FRIDAY, SEPTEMBER 2ND, 2016!!! Note: It is not required that the entire survey be completed in one sitting. However, if you need to

More information

BASIC FSA, HRA and HSA Administration Presented by: David George, Regional Director

BASIC FSA, HRA and HSA Administration Presented by: David George, Regional Director BASIC FSA, HRA and HSA Administration Presented by: David George, Regional Director We re proud to offer a full-circle solution to your HR needs. BASIC offers collaboration, flexibility, stability, security,

More information

Business Portal for Microsoft Dynamics GP. Human Resources Management Self Service Suite User s Guide Release 10.0

Business Portal for Microsoft Dynamics GP. Human Resources Management Self Service Suite User s Guide Release 10.0 Business Portal for Microsoft Dynamics GP Human Resources Management Self Service Suite User s Guide Release 10.0 Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all

More information

Quickstart Guide Online Payroll. The secure, convenient way to pay and manage payroll.

Quickstart Guide Online Payroll. The secure, convenient way to pay and manage payroll. Quickstart Guide Online Payroll The secure, convenient way to pay and manage payroll. Getting Started with Online Payroll It s easy to get started with Online Payroll. Just follow these simple steps. First,

More information

Guide To Singapore Employment Act

Guide To Singapore Employment Act Guide To Singapore Employment Act The purpose of this guide is to provide a general introduction to the statutory requirements as per the Singapore Employment Act and common practices applied to employment

More information

TERMS OF AGREEMENT AND TERMINATION. This agreement is made between and MILO TRANSPORTATION INC (MTI) on day of, 20.

TERMS OF AGREEMENT AND TERMINATION. This agreement is made between and MILO TRANSPORTATION INC (MTI) on day of, 20. MILO TRANSPORTATION INC. 525 S. Colfax Suite B. Griffith, IN 46319 PHONE# (888)881-6690 FAX# (219) 207-5635 TERMS OF AGREEMENT AND TERMINATION This agreement is made between and MILO TRANSPORTATION INC

More information

A: RMA offers the following COID benefits, which are exactly as legislated in the COID act:

A: RMA offers the following COID benefits, which are exactly as legislated in the COID act: Frequently Asked Questions for Metal Employers General 1. Q: How do I qualify as either part of Class IV or Class XIII? A: The classification is determined by the Compensation Fund. If you are not sure

More information

UVA Employee Self-Service Benefit Enrollment

UVA Employee Self-Service Benefit Enrollment UVA Employee Self-Service Benefit Enrollment Visit www.hr.virginia.edu and select the Benefits button. Login into the Integrated System to access your Employee Self-Service account. TIP: Select Click HERE

More information

Aim City Salary Survey 2017

Aim City Salary Survey 2017 Aim City Salary Survey 2017 City Demographics The Aim Salary Survey gathers information on the annual compensation of municipal employees. The survey results are used by fellow municipal officials to create

More information

Shared Responsibility Reference Guide V1017

Shared Responsibility Reference Guide V1017 Shared Responsibility Reference Guide V1017 Trademarks The ADP Logo is a registered trademark of ADP, LLC. ADP A more human resource is a service mark of ADP, LLC. All other trademarks are the property

More information

Kareo Managed Billing Service

Kareo Managed Billing Service Kareo Managed Billing Service 2017-2018 This document is intended to outline what you can expect from Kareo, and what Kareo expects from you (at a detailed level) as part of the Kareo Managed Billing Service.

More information

SIMON Employee Self-Service Overview September 2017

SIMON Employee Self-Service Overview September 2017 SIMON Employee Self-Service Overview September 2017 Holly Wischler Account Manager Benefit Solutions, Inc. Alex Munoz Director, Sales Benefit Solutions, Inc. Overview SIMON is BSI s online Benefits Management

More information

Editing an Existing Account on an Invoice Payment Creating a New Account on an Invoice Payment... 47

Editing an Existing Account on an Invoice Payment Creating a New Account on an Invoice Payment... 47 ebilling User Guide Table of Contents About This Guide Chapter 1 ebilling Basics... 6 Getting Started with ebilling... 6 Logging into ebilling... 6 Working with the ebilling Home Page... 8 Updating Your

More information

Incredible Results Happen With Better HR Supported by your

Incredible Results Happen With Better HR Supported by your Incredible Results Happen With Better HR Supported by your Integrated-Collaborative Service Team Client Challenges #1 Maintaining Focus on Running and Growing Your Business As you seek to increase revenue

More information

TEAMBUILDER. Masonic Village at Warminster Employee Newsletter Jan. 12, 2018

TEAMBUILDER. Masonic Village at Warminster Employee Newsletter Jan. 12, 2018 TEAMBUILDER Masonic Village at Warminster Employee Newsletter Jan. 12, 2018 Organizational Changes Effective Jan. 1, Raymond Tierney, formerly chief operating officer - retirement living services, has

More information

How to Pick & Process Health Plan Out-of-Pocket

How to Pick & Process Health Plan Out-of-Pocket How to Pick & Process Health Plan Out-of-Pocket WW-7666-GE-PickandProcess (Feb 2013) How to Pick & Process (Health Plan Out-of-Pocket) With the Pick & Process feature, you can review claims received from

More information

Quickstart Guide Online Payroll

Quickstart Guide Online Payroll Quickstart Guide Online Payroll It s easy to get started with Online Payroll. Just follow these simple steps. First, sign on to Online Cash Manager.* Go to suntrust.com and click on Business Banking. You

More information

Invest Northern Ireland. Cost Based Claims Guidance Notes

Invest Northern Ireland. Cost Based Claims Guidance Notes Invest Northern Ireland Cost Based Claims Notes Claims Notes Version: 3.5 Issue Date 03/10/17 Review Date:03/10/18 1 Contents 1. PREPARING YOUR CLAIM... 3 1.1 Complete Cost Schedules... 3 1.2 Claim Periods...

More information

Evaluating and Implementing a Defined Contribution Benefits Strategy Within a Total Rewards Framework

Evaluating and Implementing a Defined Contribution Benefits Strategy Within a Total Rewards Framework Defined Contribution Benefits Strategy Within a Total Rewards Chris Ratajczyk, CCP, SPHR Director of Operations Human Resources & Compensation Consulting Practice Rick Strater Division Vice President &

More information