Tax Savings Roundup - PowerPoint PPT Presentation

1 / 6
About This Presentation
Title:

Tax Savings Roundup

Description:

Tax Savings Roundup. MOCafe Agenda. The Corral: Getting them enrolled ... New Issues: Let's find the handle. Jaw Session: Q & A. The Corral: Getting them enrolled ... – PowerPoint PPT presentation

Number of Views:27
Avg rating:3.0/5.0
Slides: 7
Provided by: MOS76
Category:
Tags: corral | roundup | savings | tax

less

Transcript and Presenter's Notes

Title: Tax Savings Roundup


1
Tax Savings Roundup
  • MOCafe Agenda
  • The Corral Getting them enrolled
  • The Players Ongoing communications
  • New Issues Lets find the handle
  • Jaw Session Q A

2
The Corral Getting them enrolled
  • New hires vs. open enrollment
  • Fliers to get their attention
  • Summary Plan Description booklet for details
  • Include with new hire packet
  • Distribute to all employees when Fall shipment
    comes to MOCafe contact person with your agency

3
The Players Ongoing communications
  • MOCafe Support
  • 800-659-3035, 7am to 7pm, Monday Friday
  • www.mocafe.com
  • Summary Plan Description plan details
  • List of qualifying expenses
  • Enrollment link Open enrollment only
  • Claim forms
  • Link to IRS supporting sites

4
The Players Ongoing communications (cont.)
  • Payroll/Personnel staff
  • Distributing fliers booklets
  • Forwarding any enrollments that end up in your
    in-basket to MOCafe
  • Employee should send to MOCafe
  • Direct interested employees to call MOCafe or to
    research on the internet

5
New Issues Lets find the handle
  • Revenue Ruling 2005-42 2 ½ month grace period to
    incur expenses
  • What this means
  • State of Missouri is not adopting this change
  • Claims must still be incurred by the end of the
    plan year (December 31)
  • Voluntary Health Products Premiums pre-tax
  • Payroll deductions are a package deal, not pick
    choose
  • Non-State-sponsored policies

6
Jaw Session Q A
  • Your questionsmy attempt at answers!
Write a Comment
User Comments (0)
About PowerShow.com