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CONF I DENT I A L │ PAGE 31
Benefits Consulting Services RFP
publications can be provided electronically or hardcopy.
Annual Compliance Checklist
In addition to the aforementioned communications, CBIZ provides a “Compliance Checklist” which will be reviewed
collaboratively with your staff and CBIZ Service Team. The Compliance Checklist is a 50 page checklist of
compliance guidelines and necessary actions to mitigate exposure.
ACA Support
The Affordable Care Act impacts every facet of group health plans, including plan design and eligibility, funding and
tax issues, reporting, and disclosure requirements. Your engagement team is well-versed and has exceptional
experience guiding organizations through ACA regulations and assisting you with adopting compliant policies and
procedures. Further as an organization specializing in tax, benefits and
payroll we provide a comprehensive view of ACA implementing unique
strategies for numerous clients to address tax, fee and penalties and
other challenges. We have the experience and expertise to assist with
creating policies, procedures and workflows for employer such as Unity.
As 2017 approaches and the fate of ACA is defined, your CBIZ team is
positioned to guide Unity through any new modifications or repeals that
may occur.
Included on the following page is a brief description of several of our
ACA compliance tools and more information about CBIZ Compliance
Materials in Exhibit H.
Health Reform Checklist
Our checklist is a detailed tool to assist our clients in understanding the
impact of healthcare reform and ensure compliance. Content includes
information regarding Employer/plan sponsor issues, reporting and
disclosure requirements, tax issues, insurance market reforms, individual responsibilities, and Medicare issues.
With regard to the Employer Shared Responsibility provisions of the ACA, employers face a number of new reporting
and compliance requirements along with associated tax liabilities and penalties.
6055/6056 Reporting
Effective January 1, 2016, employers with greater than 50 employees are required to complete 6055 and/or 6056
reporting. Aimed at minimizing this ACA compliance risk, CBIZ ACA Checkpoint is an integrated management tool
designed to provide continually updated ACA monitoring, reporting and documentation. See Exhibit H for more
information on CBIZ ACA Checkpoint (additional cost).
Integrated Approach to
Health Care Reform
CBIZ’ National Advisory Council on
Health Care Reform is comprised of
experts in benefits, payroll, finance,
tax, legal, and regulatory issues. They
bring their collective expertise and
talent to the complex, interdisciplinary
requirements of Health Care Reform.
No other consulting firm can match our
truly integrated approach to this topic.