1. finance
2. accounting and auditing

EVERYTHING YOU NEED FOR ACA COMPLIANCE
From Full-Service to Targeted Consulting
HOW WE CAN HELP YOU
Since its enactment in 2010, we have made it our
business to understand the Affordable Care Act (ACA).
We offer employers a full suite of ACA compliance
services. We provide recognized expertise, focused
attention, and exceptional service to:
• E
ase the demanding compliance burden of the ACA.
• Provide the compliance evidence you must have.
• Generate required employer information reports.
We are practicing consultants with a legal background
dedicated to ACA compliance and understand the
ACA’s Shared Responsibility Provisions (aka “Employer
Mandate”). Our commitment is to help you understand
your responsibilities, protect your interests, and avoid
potentially devastating penalties for non-compliance.
REVIEW
REPORT
TRACK
REASSESS
PLAY OR PAY
DECISION
MONITOR
ASSESS
OUR FULL SUITE OF ACA COMPLIANCE CONSULTING SERVICES
INITIAL
ASSESSMENT
STEP
1
Pick One Option
STEP
2
ONBOARDING
ACA
STARSM
Pick One Option
TRACKING &
REPORTING
Initial Assessment: A complete audit of your workforce
and relevant policies as they relate to ACA compliance.
At the conclusion you receive a comprehensive written
compliance report.
Onboarding: Similar review to Initial Assessment without
the written report and best practice recommendations;
historic data is loaded into HB Solutions tracking and reporting
software.
ACA STAR: Our signature service, which is an outsourced
solution to the ACA, whereby HB Solutions’ expert Help
Team supports your implementation and ongoing compliance.
Tracking & Reporting: A lower touch option for tracking
and reporting; clients receive core ACA reports, including
required annual IRS information reports, without the support
and assessment services.
866.820.3167 | www.acahelp.com
EVERYTHING YOU NEED FOR ACA COMPLIANCE
For employers seeking full-service help navigating health care reform and
protecting their interests, we offer a comprehensive two-step solution.
Step one of our service includes one of the following:
INITIAL
ASSESSMENT
OR
ONBOARDING
Initial Assessment
Our Initial Assessment begins with a detailed, one-time evaluation to assess your
compliance readiness, which includes a complete audit of your employment policies
as they relate to ACA compliance. We assess the financial impact of “Play or Pay” decisions;
identify existing vulnerabilities; analyze your potential penalties and associated costs; and make
detailed recommendations, including identifying measurement periods beneficial for you. You
can be confident we take into consideration the impact of all of your employment policies and
decisions. This can be purchased as a stand-alone service.
Initial Assessment Deliverables
• Review current employee benefits policies, plans, and costs
• Review timekeeping and payroll policies and practices
• Review contracts/collective bargaining agreements
• R
eview benefits programs and costs to determine financial impacts of “Play or Pay” decisions
• P
roject how provisions of the ACA may affect plan design or contribution changes under
consideration
• Determine if an employer is considered a “large” employer under the ACA
• D
evelop reports identifying vulnerabilities and recommendations, including an analysis of potential
penalties and associated costs
• P
rovide analysis and recommendations regarding measurement, administrative, and stability periods
• Detailed review of independent contractor/1099 population
• A
nalyze the future cost of an employer’s health plans and determine which plan options will be
subject to the “Cadillac” tax
Onboarding
Our Onboarding process consists of an initial workforce evaluation that mirrors the
process completed through our Initial Assessment. This service does not include a written
compliance report or best practice recommendations, but includes all of the necessary data
validation and migration for a client to commence either ACA Star or Tracking & Reporting on
an ongoing basis, when an Initial Assessment is not purchased.
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www.acahelp.com
Step two of our service includes the following options:
ACA STARSM
OR
TRACKING &
REPORTING
ACA STARSM
ACA STAR is ideal for employers that are confident about compliance readiness but want to
outsource monitoring and tracking employees, assessing data, recommending employee-by-employee
changes, and generating required reports for employees and the IRS. Our ACA STARSM (Support, Track,
Assess, Report) proprietary process includes our custom-designed, rules-based data analysis tool. Through
ACA STAR we help you meet your month-to-month and annual ACA compliance obligations.
ACA STAR is all about working closely with you, on an ongoing basis, to support your ACA
implementation, track employee eligibility, and assess employee-level data for compliance. On a monthly
basis we also monitor and assess your data, and recommend, as appropriate, needed changes in
employment status for individual employees. We are not only “on-call” for you, but also complete your
required employer reports that must be delivered annually for your workforce and the IRS. In order to
fully utilize our custom-designed, rules-based data analysis tool, this option includes data validation and
data migration assistance.
ACA STARSM Deliverables
Support of ACA Implementation
Assess Employee-Level Data for Compliance
• ACA compliance training for HR personnel
• Determine full-time employee eligibility under the
ACA, based upon selected measurement
periods for various types of employees (e.g.,
seasonal, variable, and ongoing)
• Monthly updates based on up-to-date workforce
data
• Updates on ACA regulatory and legislative changes
as they occur
• On-call guidance and troubleshooting advice
• Make recommendations on the most advantageous
measurement period for your workforce
Track Ongoing Employee Eligibility
• Assess employee health premium contributions
to ensure ACA affordability requirements are met
based on optimizing safe harbor rules
• Review existing records systems for the efficient
exchange of workforce data
• Provide ongoing assessment of employee population
hours and health plans for continued compliance
• Aggregate employee hours of service for each
month and during specified measurement periods
Report Required Employer Information
• Track employee health premium contributions
on a monthly basis
• Generate required annual Section 6055 employer
information reports for your employees
• Convert tracked workforce information into
analytical reports and implementation plans for
ensuring ACA compliance
• Generate required annual Section 6056 employer
information reports for the IRS
www.acahelp.com
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Tracking & Reporting
Our focused Tracking & Reporting service is for employers confident about their
ACA compliance readiness and their existing resources to manage and reassess
workforce employment parameters, but want to outsource required tracking and reporting.
Tracking & Reporting only is designed for employers who are fully aware of evolving ACA
requirements; have full confidence in the accuracy of their data collection; complete their own
monthly ACA data assessments; and conduct their own strategic analyses, but for business
purposes want to outsource tracking and reporting for ACA compliance.
• R
eview current records systems for data exchange capabilities with the HB Solutions proprietary data
analysis tool
• Review current employee population and structure, including employee counts and locations
• R
eview full-time, variable and seasonal employee classifications to assist you with proper tracking
under the ACA employer mandate
• A
nalyze service providers, independent contractors and others paid through accounts payable
• Determine how hours will be calculated for non-hourly employees
• Analyze your collected data to identify compliance issues
• Identify affordability safe harbors on an employee-by-employee basis
• Generate required annual Section 6055 employer information reports for your employees
HB Solutions llc is a consulting subsidiary of the law firm of Harris Beach pllc. It was established to provide non-legal consulting services
to organizations and individuals in the private and public sectors across numerous industries. In addition to Affordable Care Act (ACA)
Compliance, its consulting services include Educational Institution Assistance, EMRG® (E-Discovery Management Resources Group), Energy,
Health and Human Services, Human Resources, Information Technology, Marketing and Communication Services, and Municipal and Local
Agency Assistance. HB Solutions is not in the business of providing legal advice or legal services, and the protections of the client-lawyer
relationship do not exist with respect to the services provided by HB Solutions. During the course of implementing our ACA compliance
engagement, there will of necessity and on occasion be legal issues that arise for which the client will require qualified legal advice. The
client may, of course, elect to engage its current legal counsel, pursue the legal services provided by Harris Beach and its ACA practice, or
seek additional outside legal advice. HB Solutions strongly encourages you to consult legal counsel of your choice on specific matters, as
appropriate. If you obtain legal services from Harris Beach, the scope of those services and the fee and billing arrangements would be under a
separate contract with Harris Beach and determined directly with the appropriate attorney.
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866.820.3167 | www.acahelp.com | [email protected]
04/13/2015 | 00003 | © 2015
• Generate required annual Section 6056 employer information reports for the IRS