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CB I Z Re s pon s e │ Pa g e 30
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 F for more
information on CBIZ ACA Checkpoint (additional cost).
ACA Policies and Procedures
During the initial analysis, CBIZ will conduct a careful analysis 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 you engagement team will share best practices as well as customized
solutions for your unique business.
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. Update
communications 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.
Retirement Plan Services Compliance Support
Compliance support is an area where CBIZ RPS is uniquely
positioned to support our plan sponsor clients. Through our
proprietary Operational Compliance Assessment process, we often
uncover operational compliance/fiduciary issues that go
unnoticed because they are outside the scope of services of a
traditional 401(k)/403(b) plan recordkeeper. Unfortunately, these
problems can result in significant risk to the plan sponsor if left
unnoticed. The following examples provide some of the major
compliance/fiduciary issues that we regularly uncover in client’s
plan designs: