Affordable Care Act
ACA – Tax Penalties for no health insurance
ACA – Plan Designs, Networks & Premium Table 3 Page Overview
ACA – Member Level Rate Method Change for Kids in 2018
ACA Health Care Reform Timeline at a Glance
ACA “Obamacare” One Pager Chart Provided by Congress :-)
MAGI Income Calculation for ACA Individual Subsidies
EMPLOYERS WITH MORE THAN 50 FTE EMPLOYEES:
ACA Employer Responsibility (Pay or Play) Chart
ACA Quick Reference Guide for ALE 2024
ACA The 28 Ways to Determine ALE (A Larger Employer) Status – A Law Firm’s Perspective
ACA Affordability Chart using Rate of Pay 2024
ACA Affordability Safe Harbor Examples
ACA New IRS Reporting – and 1095-C Overview
ACA 1095 – C Code Descriptions
IRS Guide & Instructions to 1095-C and 1094-C
ACA 1095 – C Tips for 2015 for Union Employees
CA Managed Care Premium Rate Review Filings Site
Administrator Guide Books
Plan Administrator Guide Book – Aetna SG
Plan Administrator Guide Book – Anthem SG
Plan Administrator Guide Book – Blue Shield SG
Plan Administrator Guide Book – ChoiceBuilder
Plan Administrator Guide Book – CalChoice SG
Plan Administrator Guide Book – HealthNet SG
Plan Administrator Guide Book – Kaiser SG
Plan Administrator Guide Book – UHC SG
Cafeteria Plans
Taxation of Employee Benefits Charts – EDD
Dependent Care Accounts (DCA) Overview
COBRA Center
Federal COBRA – 2012 Conexis Overview
Dental Plans
Disability Plans
Short Term and Long Term Disability Overview
State Run Programs -Overview of 5 states that offer
California State Disability Insurance (SDI)
Finance and Tax Calcs
Finance e-Pocket Tax Guide 2024
Finance e-Pocket Tax Guide 2023
JP Morgan Guide to Retirement 2024
Tax and Retirement Tables 2023
IRS Employer’s Guide to Fringe Benefits 2023
Health Savings Accounts
Triple Tax Savings with HSA’s
- HSA Contributions are not taxable at the Federal level.
- Interest and investment earnings are not taxed.
- Distributions out of the account are never taxed when used for eligible health, dental and vision expenses.
HSA Eligible Expenses Examples
Using HSA for Retirement Health Expenses
HSA The Complete Guide Book 2023
IRS Publication 969 Online Link
Sample So Cal Kaiser Fees 2022 for HSA
Comparison of HSA, FSA, HRA,SDA & MERP
HIPAA General
HIPAA Medical Release Form – Anthem
HIPAA Medical Release Form – Blue Shield
HR Resources
CALIFORNIA
Leave Interaction Charts 2021 | CA Chamber
HR California / California Chamber of Commerce Web Link
FEDERAL
HR Guidebook – Americans with Disabilities Act (ADA)
Glossary of Health Insurance Terms
HR Guidebook – FMLA – Family Medical Leave Act
FMLA – Family Medical Leave Act DOL Web link
GENERAL
American Payroll Association (.org)
Society for Human Resource Management Web Link
Insurance Carrier Websites
Legislation & Government
California Legislative Info Website
CRA Act 2021 – Transparency & Disclosures
California Employment Development Department (EDD) Website
Infernal Revenue Service – Website
US Department of Health & Human Services – Website
Medicare
Medicare 2024 Wayco Guide (archive)
Apply for Medicare Only on SSA.gov Link
Tips for using Part D Search Tool – 2024
Ready to Sign up for Medicare Screen shots
Apply for Medicare Only – Online Process
Signing up for Medicare Online Tips Brochure
Part D Rx Coverage in the Gap 2015-2020
Medicare B & D Means Testing – CMS Brochure
Medicare Out of the Country – CMS Brochure
Enrollment Periods – CMS Medicare Tip Sheet
Diabetes Supplies under Medicare – CMS Guide
The Official Federal Medicare Website
California Health Advocates.org Website
Council on Aging (a non-profit) Providing Advocacy for Seniors
Providers & Plan Designs
Provider Network Choices Overview June 2014
Plan Designs – Max Out of Pocket M-OOP June 2014
Retirement Plans
JP Morgan Guide to Retirement 2023
Retirement Plan Comparison – Overview
401k Help Center.com Small Business Section
Social Security Statement Example
Wellness Information
Alzheimer & Memory Impaired Tips
Caregivers Help with Stress – Website
Good Rx Pharmacy Pricing – Website
OneRx Pharmacy Pricing – Website
US News Ranking of Best Hospitals – Website
New England Journal of Medicine
