Skip to Page Content

Event Details

    Understanding and Administering Employer Reporting Obligations Under PPACA

    Date: March 17, 2016, 7:30am – 9:15am
    Daniel Smith, VP Programs/President Elect
    C.I. Shenanigans
    3017 Ruston Way
    Tacoma, WA 98402
    (253) 752-8811
    SHRM Member $20 / Non-Member $25 (Late Registration $25 / $30)
    Event Type:
    2016 Breakfast Meeting
    iCal link
    Add to Calendar

    C.I. Shenanigans
    3017 Ruston Way
    Tacoma, WA 98402

    Driving Directions

    Thursday, March 17th, 2016 from 7:30  to 9:15 AM PDT
    *This program has been approved for 1.0 General credit hour through HRCI.

    Dear SHRM Members and Guests:

    Please join us for an exciting presentation with
    Jason Sheffield, JD
    Employee Benefits Attorney for Willis Towers Watson
     Program Overview:  This program offering is titled
    "Understanding and Administering Employer Reporting Obligations under PPACA"

    Beginning in 2016, Applicable Large Employers (“ALEs” in PPACA speak) are required to file information reports with the IRS documenting their offers of affordable, minimum value coverage to their employees and dependents. Referred to as the Code Section 6065 and 6066 reporting requirements (in reference to the underlying sections of the Internal Revenue Code), this looming compliance obligation has the potential to turn 2016 into regulatory nightmare. The problem with the 2016 deadline is that compliance actually starts now, long before the first 6065 and 6066 reporting requirements come to fruition. Why, you ask? Remember, the first reports employers file in 2016 will be populated with data representative of the 2015 calendar (not plan) year. In practical terms, this means employers should already be tracking certain individual-based data such as:  ƒ

    • Hourly service tracking for variable and part-time workers;  ƒ
    • Length of service for seasonal workers;  ƒ
    • Length of service and composition of compensation structure for academic interns;  ƒ
    • Compliance with maximum waiting and federal orientation periods for full-time workers;  ƒ
    • Availability of coverage for natural born and adoptive children of eligible employees;  ƒ
    • Collection of social security numbers for enrolling spouses and dependent children;  ƒ
    • Collection of voluntary signed waivers demonstrating individual declinations upon offers of coverage; and,  ƒ
    • Documenting employee wages for affordability determinations.  

    This program outlines these obligations in functional terms, translating the data equivalents of the requirements into the actual reporting forms. In this way, the program guides employers through the process of evaluating and collecting relevant data and drafting the employee forms and IRS transmittals. 

    About the Speaker:

    Relevant Experience/Specialization    
    Jason joined Willis Towers Watson in 2013 as an attorney for the Human Capital Practice’s National Legal & Research Group (NLRG). He supports the national human capital practice by providing assistance and technical expertise to Willis Towers Watson clients located primarily in the western region.

    Jason has experience in a broad range of employee benefit matters respecting both retirement and welfare plans. He has worked with clients of all sizes to develop, implement and administer qualified and non-qualified plans. Prior to joining Willis Towers Watson, Jason worked with a national legal practice advising clients on a range of benefit and tax issues. He has represented corporate, institutional and individual clients before several administrative agencies, including the Department of Labor, Internal Revenue Service and the Centers for Medicare & Medicaid Services.

    Prior to working as a benefits attorney, Jason worked as a litigation consultant, advising on multi-district and complex litigation related to oversight and administration of ERISA-governed benefit plans. He has also worked as a lobbyist, researching the costs and benefits of alternative employee benefit and compensation designs and educating lawmakers and the public on specific issues such as expansion of domestic partner benefits, HIV/AIDS-related employment discrimination, and inclusion of transgender-inclusive employee benefits.

    Education and Credentials  
    Jason received his J.D. from Western New England University School of Law and his B.A. from Georgia State University, magna cum laude. He has spent significant time as a lecturer and instructor on benefits issues.

    Click Here to Register

    Information on Registration:

    Please be sure to register on or before the close of business on Monday, March 14th (4:00pm) to be eligible for the early bird discount ($5.00) and to assist us in ensuring that we have an adequate number of hand-outs as well as enough space and food for all our guests. On-line registration will close on Tuesday, March 15th at 12:00 PM.

    Late registrations must register at the meeting and pay the late fee at the door. As a reminder, if you need to cancel, please cancel your registration via email no later than 4:00 PM Monday, March 14th to avoid excess charges for no-shows. Please feel free to contact Daniel Smith at should you have any further questions.