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ACA 2016 Reporting Checklist

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Use this checklist to know if your organization is ready for Affordable Care Act (ACA) reporting. Employee statement forms 1095-C or 1094-C must be provided to employees by January 31st. IRS returns must be filed by February 28th if mailed in or March 31st if filed electronically.

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Questions?

If you have questions about this checklist please contact Carrie Cox or Sonia Phillips using their information below.

Carrie Cox, PHR, SHRM-CP

Senior Organizational Development Consultant,
Organizational Development & Family Business Services
Carrie has experience in a variety of human resource functions, including labor laws, compensation structures, employee classification, benefits administration, performance management, and human resource best practices. She has served clients in a number of industries including manufacturing, construction, banking, and not-for-profits. Carrie is a member of the national and local chapters of the Society of Human Resource Professionals (SHRM) and serves on the Wichita chapter board of directors.

She is a certified practitioner for the Myers-Briggs Type Indicator® and the Hay Group’s Emotional and Social Competency Inventory. Her additional certifications include Professional in Human Resources (PHR) from the Human Resource Certification Institute and SHRM-CP designated by the Society for Human Resource Management.
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Carrie Cox, PHR, SHRM-CP

Sonia Phillips

Payroll Senior Manager,
Outsourcing Services
Sonia and her team handle payroll processing, reporting and tax filings for multi-state and multi-site companies. An AGH employee since 1991, Sonia has expertise in both technology and employee benefits consulting as well as payroll. She has helped develop a variety of operational, management and executive information systems projects within and outside the employee benefits industry.

Before joining the outsourcing services group, Sonia managed the technology infrastructure and plan processing systems for AGH’s employee benefits services division. She worked with internal and external clients to accurately assess their information system needs and managed the projects designed to satisfy these needs, as well as any necessary integration.
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Sonia Phillips
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