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CONF I DENT I A L │ PAGE 19
Joplin Schools RFQ – Group Benefit Broker/Consultants
More information about our CBIZ Compliance Materials can be found in Exhibit I.
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 A for more
information on CBIZ ACA Checkpoint (additional cost).
ACA Policies and Procedures
During the initial analysis, CBIZ will conduct a careful review of current administrative policies and procedures.
Doing so allows us to identify opportunities and risks associated with, but not limited to:
Measurement, administrative and stability periods
Full-time, part-time and variable hour classifications for all employees including adjunct faculty
Upon completion of the initial analysis, your engagement team will share best practices as well as customized
solutions for your business’ specific needs.
ACA Financial Analysis
CBIZ provides a personalized Healthcare Reform analysis that covers the provisions applicable to client plans,
required compliance dates, and potential plan impact both from a benefit and cost perspective. Communications
with ongoing updates are also provided through CBIZ Health Reform Bulletins, which are sent out as clarifications
are released. As a CBIZ client, you will have full access to our in-house counsel for guidance on these and other
employee benefit, HR and ERISA compliance issues.
Other Reporting
Self-funded and certain alternatively funded clients are required to file IRS Form 720. CBIZ has the ability to provide
ACA 6055 and 6056 reporting to integrate with your payroll system. Should you require these services, they are
available at a small additional cost.