How to Series! for Stephanie Messina Sewade Jack Myers N. - - PowerPoint PPT Presentation
How to Series! for Stephanie Messina Sewade Jack Myers N. Andover, MA Brockton, MA P: 508-205-1100 Lukejacksoncorp.com What we are going to talk about How to Be Prepared for a Department of Labor Audit How to Select a Benefits
Stephanie Messina Sewade Jack Myers
Brockton, MA P: 508-205-1100 Lukejacksoncorp.com
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Are they up to date? Do they ask for a date of birth? Are they asking for salary information? Massachusetts Pay Equity Law – July 2018
Are they in a secure location? Is medical information separate from personnel info?
Are you using the new form? Are they signed?
https://www.uscis.gov/sites/default/files/files/form/m-274.pdf
Are they in the right location? Are they up to date? Do you have your state posters up?
Are they up to date? Are they in compliance with the Mass paid time off policy? If you have a handbook, do you have them sign for receipt?
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Cobra general notice-annually HIPAA Privacy notice - once every three years Sexual Harassment Policy – annually Medicare Part D Drug Notice - annually Women’s Health and Cancer Rights Act of 1998 - annually Massachusetts Unemployment Notice - Upon Termination Massachusetts Health Connector Notice of Exchange or Federal Notice of Insurance Exchange
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Are you using the newest documents compliant with the ACA? https://www.dol.gov/general/topic/health-plans/cobra#doltopics Do they include information on the state exchange? Are they being sent timely? Is a conversion notice for life insurance being included?
If you have 50 FTE’s do you have an FMLA Policy? Is it included in your handbook? Is there a process in place for associates to request FMLA? Are you using the federal forms for FMLA?
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Are you being consistent with administering your policies? Do you use a consistent review form? Do you have a two person review process for a negative review? Do you have a well documented warning review process? Are you starting to do positive reviews to support salary differences? Are you preparing for the Massachusetts Pay Equity Law, July 2018 https://malegislature.gov/Laws/SessionLaws/Acts/2016/Chapter177
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Policy that covers the start and end time of operation? Flexibility?
Do you have a meeting place established outside? Who is tracking the associates at the meeting place?
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Does it include suggestions for designated work areas that are acceptable?
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Does it include language in regards to cyber security and the expectations of the company?
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Does is suggest making sure that the individual has continuous communication with the team, meetings and feedback?
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Does it address professionalism and outside distractions which could interfere communicating with a client? (Background noise)
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Does it allow the employer to visit the off site work location for approval?
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125 Plan Document Summary Plan Descriptions
Tracking Hours 1094’s and 1095’s Good Faith Effort
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2016 Zywave Employer Survey Results – Top Selection Criteria
regulations
data
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2016 Zywave Employer Survey Results – Most Desired Services
FMLA, HIPAA)
benefit decisions and understand their benefits
manage compliance with ACA
business goals and objectives
a rapid rate of change
unclear about future implications
multiple competing/conflicting forces
lack of clarity about what events will mean – even as they occur
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We need:
“The kind of strategy that works is to be very clear about where you are going but very flexible in how you get there.”2
Slide: Randall Abbott, Towers Watson VUCA: Judith Hicks Stiehm & Nicholas Townsend, The U.S. Army War College: Military Education in a Democracy; Temple University Press 1. Denise Caron, CTO Next IT 2. Bob Johansen, Distinguished Fellow, Institute for the Future.
Employee Demographics (And Expectations) Are Changing*
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Baby Boomers
Born 1946 – 1963 Age in 2016 53 to retirement age US population 76M – 79M Who are they? Individualistic Loyal Career Focused
Creative employers are revisiting salary and benefits looking for flexible ways to meet employees’ varying and diverse needs within their employer value proposition and business constraints
Gen X
Born 1964 – 1979 Age in 2016 37 - 52 US population 34M – 40M Who are they? Entrepreneurial Self-reliant Global-minded
Gen Y
Born 1980 – 1995 Age in 2016 21 - 36 US population 80M – 90M Who are they? Group-oriented Idealistic Socially conscious
Gen Z
Born 1996 Age in 2016 0 - 20 US population TBD Who are they? Realistic Aware Technology native
Note*: 2015 NBGH Towers Watson Employer Survey
behavior
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Note*: 2016 Towers Watson NBGH Employer Survey
More than a trend…mainstream
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Guardian Workplace Benefits Study, Fourth Annual, 2016
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Manage the Relationship Around Fundamentals
planning meetings, benefit budget and renewal meeting(s), employee communications, open enrollment meetings, board preparation meetings, others as needed
premiums with Dental, Vision, Life, Disability, and health care account administration vendors
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John (Jack) M. Myers
Jack is President of LukeJackson and has over 20 years of health care and executive leadership experience including 17 years with BCBSMA where as Vice President of National Major Accounts he was responsible for establishing market direction, and strategy in leading the management of the organizations largest commercial
members. Jack is actively engaged in industry and civic leadership as Treasurer and Executive Committee Member of the Board of Directors, New England Employee Benefits Council; Board of Directors, Communities United, Inc. Head Start Agency; graduate Boston Chamber of Commerce “Boston Future Leaders Program”, and received a B.S. in Resource Economics from the University of Massachusetts-Amherst.
Stephanie Messina Sewade
Stephanie is Executive Vice President, LukeJackson, and brings 30 years of human resources leadership from her former role as Human Resources Manager for Market Basket. While with Market Basket Stephanie was responsible for compensation, benefits and payroll administration for the supermarket’s 25,000 employees. Stephanie received an MBA in Human Resources Management from the University of Massachusetts-Lowell, and a B.A in Mathematics from Merrimack College, North Andover, MA. Stephanie is actively engaged as a Friend of the Merrimack Valley Psychological Associates and previously served as the Treasurer of Board of Directors of the Haverhill Boys and Girls Club and Merrimack Valley YWCA. She is an active member of the MVHRA (Merrimack Valley Human Resource Association) and the New England Employee Benefits Council.
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Jack Myers President LukeJackson Human Resource and Benefit Solutions W: 508-205-1100 C: 508-617-3920 E-Mail: jmyers@lukejacksoncorp.com Stephanie Messina Sewade Executive Vice President LukeJackson Human Resource and Benefit Solutions W: 508-205-1100 C: 978-590-8441 E-Mail: ssewade@lukejacksoncorp.com