Refresh the list each period and keep the records in step.
We refresh the list each period and reconcile it with the reporting so the offer, the enrollment and the filing agree.
Send Us Your Renewal ← Back to Part-Time Caregivers And The ACA
Consistency across the year is the goal.
What Happens In This Step
Each period we update the hours, apply the method and produce the current offer list.
We reconcile that list with enrollment and with the data the year-end ACA forms will need.
What You Get From It
A current offer list at every period and a record that matches the filing.
It means January reporting is assembly, not reconstruction.
What this step needs and produces.
What We Need
The latest payroll hours and enrollment records each period.
What We Do
We update the measurement, flag changes and reconcile.
What You Get
An updated list and a short summary of what changed.
Questions on this topic.
Short answers for agency owners.
How much work is it each period?
It is mostly refreshing data. Once the method is set, each cycle is routine.
What if a caregiver is wrongly left off?
We catch it at reconciliation. The earlier it is found, the easier the fix.
Do you file the forms?
We prepare the data the forms rely on. Who files depends on the arrangement you choose.
General information, not legal or tax advice. Confirm the rules that apply to your agency with your attorney or tax advisor.
Send us your renewal.
We’ll tell you whether it looks competitive, where we see opportunity, and the five questions we’d put to your carrier. No cost, and no obligation to move anything.
The renewal letter
Your current plan summary
Contribution split by tier
Enrolled counts by tier
Four documents, two more if your group is 50 or more. Nothing else; every extra one is a reason to postpone.
An independent employee benefits consulting firm. We look at the entire benefits program — cost, plan performance, risk and administration.
Switch to CFH. Unhappy with your broker? Your employees won’t notice. You will. →
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