Diocese of Monterey Parish and School Business Manual March, 2008
|
|
|
- Maximilian Marsh
- 7 years ago
- Views:
Transcription
1 March, 2008 A publication of the Diocese of Monterey Department of Finance
2 Table of Contents Chapter 1 Chapter 2 Chapter 3 Chapter 4 Introduction Core Mission and Accountability... 1 Responsible Administration... 1 Use of this Manual... 1 Computerized Systems... 1 Backing Up Computer Systems... 2 Dollar In, Dollar Out... 2 The Diocese As a Single Entity... 2 Basics of an Accounting System Overview... 1 Three Primary Financial Statements... 1 Balance Sheet... 1 Income Statement (Profit and Loss)... 2 The Budget... 3 Double Entry Bookkeeping... 3 Three Methods of Accounting... 4 Use of Judgment... 4 Chart of Accounts Narrative on the Chart of Accounts... 1 Explanation of the Chart of Accounts... 1 How each location can further use the chart... 1 Summary Listing of the Chart of Accounts... 2 Detail of the Chart of Accounts... 4 Chart of Account Definitions Reports to Furnish to the Diocese Summary of Reports to Furnish to the Diocese... 1 Annual Budget Report... 2 Due April 1 for Schools, July 1 for Parishes Budget Overview Report in QuickBooks Annual Revenue and Expense Report... 5 Due October 31 Profit and Loss Standard Report in QuickBooks Annual Balance Sheet Report... 5 Due October 31 Balance Sheet Standard Report in QuickBooks
3 Chapter 5 Chapter Information... 9 Due January 10 How to Setup Up a Vendor How and Why to Set Up 1099 Accounts Modified 1099 Detail or Vendor Payment Report Report in QuickBooks... Modified Vendor Contact List Report in QuickBooks Payroll New Hires... 1 Making Changes to the Payroll for an Existing Employee... 2 Payroll Entry... 2 Missing Payroll Packet of Payroll Check... 3 Employment Verification Forms and Earnings Withholdings such as Garnishments... 3 Terminations... 3 Training... 3 Forms... 4 Personnel Action Notice... 4 W Employees Withholding Allowance Certificate... 8 Employment Eligibility Verification Salary Redirection Agreement (403b Contributions) Direct Deposit Fast Wage and Tax Facts Employee Benefits Guide Table of Contents (not applicable to this manual)... 2 Diocesan Employee Benefits... 3 Important Health Care Enrollment Notice... 5 Health Care: Get the Whole Picture... 6 Life Insurance and Accidental Death And Dismemberment Insurance... 8 Voluntary Additional Life Insurance Coverage... 9 Lay Employee Pension Plan Tax Sheltered Annuity (403B) Retirement Plan Options Cafeteria Plan (Section 125) State of California Healthy Families Program Open Enrollment Employee s Responsibility Bookkeeper s Responsibility Quick Reference Resource List... 18
4 Chapter 7 Chapter 8 Chapter 9 Chapter 10 Independent Contractors Information, Questions and Answers... 1 Determining Worker Status... 1 Right of Control is Key... 1 Three Important Factors... 1 Independent Contractor Factors... 2 Written Contract s Effect... 2 Challenges to Independent Contractor Status Ways to Help Preserve Independent Contractor Status... 3 Myths... 3 Benefits... 3 EDD Report of Independent Contractors... 4 Parish Operations Best Practices for Safe Operations (Handling Money)... 1 Sunday Collection Procedures... 1 Fundraising and Bingo Procedures... 3 Script and School Tuition... 3 In Case of Robbery... 3 In Case of Burglary... 4 Forms... 5 Coin and Currency Counting Form... 5 Weekly Deposit Form... 6 Plate Collection Safe Deposit Log... 7 Parish Spending... 8 Policy Statement of purchases exceeding $5, Parish Finance Council Parish Purchasing Policy Check Request Form The Annual Assessment Business/Management Reviews Tax Effect of Renting Parish Properties Business Policies Parish and School Funds... 1 Cash Management System... 1 Deposit and Loan Fund... 1 Bishop Clinch Endowment Fund... 1 Cash Management Questions and Answers... 2 Building Project Guidelines... 5 Special Events Casino Nights Raffles, Bingo... 1 Request for Taxpayer Identification... 5 Guidelines for Bingo... 6
5 Chapter 11 Chapter 12 Chapter 13 Chapter 14 Computer Systems and Information Technology Diocesan Policy Regarding Use of Computers... 1 Operating Guidelines Regarding Use of Computers... 6 Guidelines for Purchasing Computer Systems... 8 Records Retention Records Retention Schedule... 1 Forms Most forms are also available on the Diocese of Monterey website In the Resource Center, Human Resources Blue Cross Health Insurance Claim Form... 1 Delta Health Systems Vision Claims Form... 2 Delta Health Systems Dental Claims Form... 3 Delta Health Systems Enrollment Form... 4 Life Insurance Enrollment and Beneficiary Form... 5 RETA Trust Enrollment Form... 6 Liability Insurance for Events for Outside Users... 7 Vehicle Change Form... 9 Flexible Spending Enrollment Form Flexible Spending Dependent Care Assistance Flexible Spending Health Care Reimbursement Flexible Spending Questions and Answers Health Care Reimbursement Plan Worksheet Dependent Care Expense Worksheet Incident Report Worker s Compensation Information Form Worker s Compensation Claim Form Resource Directories Resource Directory Employees and Third Party Admins... 1 Finance Office Resource Directory... 4
Client Start-up Checklist
Client Start-up Checklist Adding clients to Intuit Online Payroll for Accounting Professionals is easy! Just gather some basic client information listed in step 1, set up your client s payroll account
HEALTH INSURANCE PROGRAM OF THE DIOCESE OF ROCKVILLE CENTRE. Financial Statements. August 31, 2006. (With Independent Auditors Report Thereon)
Financial Statements (With Independent Auditors Report Thereon) Table of Contents Page(s) Independent Auditors Report 1 Financial Statements: Statement of Net Assets Available for Benefits as of 2 Statement
Episcopal Diocese of Western Michigan Parish Financial Practices Workshop
Episcopal Diocese of Western Michigan Parish Financial Practices Workshop February 6, 20 & 27, 2010 Tammy Mazure, CPA Assistant to the Bishop for Finance & Benefit Administration tmazure@edwm.org Church
Online Payroll: Set Up Checklist for Regions Customers
Getting started with Regions Online Payroll is easy. Our setup process is completely self guided we make it easy! No tutorials or training are required in order to complete setup and run payroll. We even
TCP2 Retirement FAQs
Table of Contents TCP2 Retirement FAQs Termination...2 Pension...3 Retiree Health & Welfare Benefits...4 LANS 401(k) Retirement Plan...6 University of California Plans...7 Return to Work...8 1 Termination
CAFETERIA PLAN. Cafeteria Plan A Flexible Benefits Program. Standard Menu of Cafeteria Plans Includes: Advantages of a Flexible Benefits Program
Administration Proposal Cafeteria Plan A Flexible Benefits Program Want a benefits program that suits BOTH you and your employees? One that offers tax savings, convenience and customer support? It s time
Benefits Summary Sheet
Human Resources Management 1000 E. Victoria Street WH C-495 Carson, CA 90747 (310) 243-3771 FAX (310) 516-3595 http://www.csudh.edu/human_res/benefits.htm Benefits Summary Sheet Important!!! Please read
New Client Start-up Checklist
New Client Start-up Checklist Thank you for choosing LowCostPayroll.com as your payroll service provider. In order to set your company up on our payroll system we need some information. Please review the
BENEFITS OUTLINE. An introduction to the valuable benefits available to new and prospective regular employees of the Research Foundation for SUNY
BENEFITS OUTLINE An introduction to the valuable benefits available to new and prospective regular employees of the Research Foundation for SUNY HEALTH CARE Health Care The RF Health Care plan features
LAY EMPLOYEE BENEFITS I. POLICY
LAY EMPLOYEE BENEFITS I. POLICY A variety of benefits are available to employees. Non-discretionary benefits are to be offered to employees according to the same eligibility guidelines (as outlined below)
State of Arizona 457 Deferred Compensation Program
State of Arizona 457 Deferred Compensation Program Administered by Nationwide Retirement Solutions 4747 N. 7th Street, Suite 418 Phoenix, AZ 85014 (602) 266-2733 Dear Participant: The Unforeseeable Emergency
PLAN HIGHLIGHTS. Guide to understanding your. Trinity Health. Retirement Program. For former Holy Cross 403(b) Plan participants
PLAN HIGHLIGHTS Guide to understanding your Trinity Health Retirement Program For former Holy Cross 403(b) Plan participants HC UNDERSTANDING THE TRINITY HEALTH RETIREMENT PROGRAM The Trinity Health Retirement
ZaneHRA Frequently Asked Questions
ZaneHRA Frequently Asked Questions As you evaluate whether using ZaneHRA makes sense for your company, you will likely have questions about how ZaneHRA works. This document addresses common questions employers
University of Texas at Arlington Faculty and Staff Retirement Information Guide STEPS TO RETIREMENT
University of Texas at Arlington Faculty and Staff Retirement Information Guide STEPS TO RETIREMENT For retirements through August 31, 2011 1 This publication is intended to provide you with general information
Insurance and Retirement Options for Terminating Employees
Insurance and Retirement Options for Terminating Employees Metropolitan Life Insurance As a terminating employee participating in the Metropolitan Life Insurance program, at your request you may have issued
Summary of Benefits. VidantHealth.com
Summary of Benefits VidantHealth.com For additional information, please contact: Human Resources Department Vidant Roanoke-Chowan Hospital 252-209-3418 252-209-3252 fax brittany.oliver@vidanthealth.com
New Employee Overview of Benefits Contingent II Employees
1101 Chesapeake Building College Park, MD 20742 301.405.5654 301.405.8243 UHRConnect@umd.edu uhr.umd.edu New Employee Overview of Benefits Contingent II Employees www.uhr.umd.edu/benefits Introduction
Birth of a Child. Medical Insurance
Birth of a Child There are a few things you should consider before your baby arrives. As with any status change, you have 31 days after the birth of your baby to make adjustments and/or changes to your
Payroll Benefits Tax Tracking
County Accounting Manual Payroll Benefits Tax Tracking Contents: Pre-Tax Retirement Annuity Summary of Plans Sample Paycheck Stub and W2 Setup Payroll Benefit Items Some Medical Insurance and Retirement
MONTANA TECH EMPLOYEE BENEFITS
MONTANA TECH EMPLOYEE BENEFITS The following is a summary explanation of the payroll deductions and fringe benefits provided to eligible employees of Montana Tech. A. REQUIRED DEDUCTIONS 1. F.I.C.A. (SOCIAL
Using Zero Dollar Checks in QuickBooks
Using Zero Dollar Checks in QuickBooks There may be occasions when recording or correcting certain types of transactions in QuickBooks can be done effectively using zero dollar checks. Correcting job cost
THE CATHOLIC FOUNDATION GRANT APPLICATION INFORMATION
THE CATHOLIC FOUNDATION GRANT APPLICATION INFORMATION The Catholic Foundation aims for accessibility, objectivity, fairness and professionalism in all of its dealings with its constituents. Under the terms
YOUR GUIDE TO A HEALTH SAVINGS ACCOUNT (HSA)
YOUR GUIDE TO A HEALTH SAVINGS ACCOUNT (HSA) DOES A HIGHMARK HEALTH SAVINGS ACCOUNT (HSA) MAKE SENSE FOR YOU? An HSA is a tax-advantaged savings account that s available to people whose health care coverage
To the Rector, Wardens and Vestry of (Church Name; Church Address; City and Zip)
Section B. Sample Audit Committee Certificate Date To the Rector, Wardens and Vestry of (Church Name; Church Address; City and Zip) Subject: (Audit Year) Audit of (Church Name) We have inspected the statement
Joy Doyle, Career Development Personal Finance Series 301, 2/25/14
Joy Doyle, Career Development Personal Finance Series 301, 2/25/14 Bring on the Benefits what to know about your offer Soft Offer Initial offering of the job Hard offer Email and/or letter that reiterates
2015 BENEFITS. There are important decisions to make. Look inside to learn more.
2015 BENEFITS There are important decisions to make. Look inside to learn more. 1 Welcome to Enable Midstream! This is an exciting time to work at Enable Midstream. We are so glad you are part of our team.
Archdiocese of Chicago Parish Self-Assessment Checklist
Self-Assessment Questions 1. Are written Parish Finance Council guidelines and norms defined, documented, and available to all Parish Finance Council members? 2. Are Archdiocesan best practices communicated
Benefits Summary for UAB Hospital Management LLC Employees www.uab.edu/benefits
Benefits Summary for UAB Hospital Management LLC www.uab.edu/benefits HUMAN RESOURCE MANAGEMENT Health Care, Dental, and Vision Plans For new employees, coverage under UAB s group health care, dental,
Benefits through the stages of your life. Understanding Effective Salary
Benefits through the stages of your life. Understanding Effective Salary Table of Contents The Community of Faith and the Benefits Plan...1 Effective Salary and the Benefits Plan... 3 Plan Definition...
New Employee Overview of Benefits Regular Non Exempt Employees
1101 Chesapeake Building College Park, MD 20742 301.405.5654 301.405.8243 UHRConnect@umd.edu uhr.umd.edu New Employee Overview of Benefits Regular Non Exempt Employees www.uhr.umd.edu/benefits Introduction
UNIVERSITY OF WISCONSIN-MADISON / UW MEDICAL FOUNDATION 2015 PHYSICIAN BENEFITS SUMMARY
Eligibility 50% - 100% appointment: UW-Madison Full benefits Full benefits unless otherwise indicated 21% - 49% appointment: UW-Madison Full benefits with higher premiums Physician Retirement Plan only
Preparing for Retirement
Preparing for Retirement Preparing for Retirement Your UC Pension Lump Sum Cashout Retirement payment vs. paycheck Additional UC sources of retirement income Other sources of retirement income To your
LONG ISLAND UNIVERSITY RECORDS RETENTION POLICY
LONG ISLAND UNIVERSITY RECORDS RETENTION POLICY Statement of Policy Long Island University requires the retention of University records for specific periods of time, regardless of format, taking into account
PAYROLL POLICIES AND PROCEDURES
Policy: Parishes/Schools will maintain strong internal controls over the payroll function. Compliance with Diocese payroll policies, IRS, and NYS regulations is required. Purpose: To provide policies and
RxFlex. Mission:Health. Retirement Savings Plan 403(b)/ 401(k) Paid Time Off. Tuition Assistance. WorkPerks. Facility Discounts. Short Term Disability
2011 System Full time and Part time Information provided in this document is an overview of benefits provided by Sentara Healthcare. Benefits eligibility is determined by employment status and division
HUMAN RESOURCES. HUMAN RESOURCES BUDGET UNITS Health Insurance... 0715 Retirement Health Insurance... 0716 Worker s Compensation...
HEALTH INSURANCE... 0715 HUMAN RESOURCES BUDGET UNITS Health Insurance... 0715 Retirement Health Insurance... 0716 Worker s Compensation... 0714 PROGRAM DUSCUSSION Programs: The Mendocino County Employee
EMPLOYEE BENEFITS SUMMARY
NONAPPROPRIATED FUNDS EMPLOYEE BENEFITS SUMMARY Your Employer of Choice www.usmc-mccs.org MEDICAL & DENTAL BENEFITS Benefits are available to employees immediately upon hire in an eligible position, No
700 Employee Benefits and Services
700 Employee Benefits and Services 700.1 Employee Benefits 700.1.1 HEALTH INSURANCE PLAN OPTIONS 700.1.2 DENTAL INSURANCE 700.1.3 UNIVERSITY PROVIDED INSURANCE 700.1.4 ACCIDENTAL DEATH/DISMEMBERMENT INSURANCE
USING QUICKBOOKS TO RECORD RESTRICTED TRANSACTIONS
USING QUICKBOOKS TO RECORD RESTRICTED TRANSACTIONS Recording Pledges Pledges are unconditional promises that a donor gives to your organization, which could include a promise for money over a period of
2015-16 BENEFIT SUMMARY
2015-16 BENEFIT SUMMARY Welcome to the City of Dublin! The following information is an outline of the City paid and voluntary medical and non-medical benefits. This outline should be used as a tool for
Insurance and Other Benefits
Insurance and Other Benefits Original Implementation: Unpublished Last Revision: January 27, 2015 Employee insurance and benefits include the following: Benefits-eligible employees are offered a basic
THE EMPLOYEE INVESTMENT PROGRAM
THE EMPLOYEE INVESTMENT PROGRAM The Employee Investment Program (EIP or Program) has two components: 1) The Employee Investment Plan Account governed by Internal Revenue Code Section 403(b) - the account
Sheep River Library Policy Manual: Finance Page 1
SECTION 7: Bylaw: The Sheep River Library Board shall assume meticulous responsibility for the fiduciary management of funds while upholding all financial agreements and reporting requirements to federal,
Before you can enter your accounts, you must first review and design the Account Code Levels; Account Type, Entity and Level(s) and Sub Account.
BUILD YOUR CHART OF ACCOUNTS Charts of Accounts are essentially a listing of the various categories for income, expenses, asset, liabilities, net assets associated with the finances of an organization.
DELUXE CORPORATION 401(k) AND PROFIT SHARING PLAN SUMMARY PLAN DESCRIPTION
DELUXE CORPORATION 401(k) AND PROFIT SHARING PLAN SUMMARY PLAN DESCRIPTION October 1, 2015 151027:0918 INFORMATION IN THIS SUMMARY INTRODUCTION... 1 WHY CONTRIBUTE TO THE PLAN?... 2 ELIGIBILITY... 2 Eligibility
EMPLOYEE INSURANCE. WORKERS COMPENSATION All employees of the Pittsylvania County School Board are covered under the Workers Compensation Act.
File: GBJ-PC EMPLOYEE INSURANCE WORKERS COMPENSATION All employees of the Pittsylvania County School Board are covered under the Workers Compensation Act. STATE LIFE INSURANCE The State Life Insurance
ARTICLE 15 INSURANCE
ARTICLE 15 INSURANCE A. Coverage: Benefits start the first of the month following one full paycheck. *NOTE: Upon implementation of Enterprise Resource Planning (ERP), benefits start the first of the month
SUMMARY ANNUAL REPORT For Seattle University Group Life and AD&D Plan This is a summary of the annual report of the Seattle University Group Life and
For Seattle University Group Life and AD&D Plan This is a summary of the annual report of the Seattle University Group Life and AD&D Plan, EIN 91-0565006, Plan No. 501, for period January 01, 2014 through
City of Garden Grove. Fire (Non-Management) Safety Employee Benefits. January 2015
City of Garden Grove Fire (Non-Management) Safety Employee Benefits Holidays Fire suppression employees have a bank of 156 hours per calendar year. Employees assigned to a forty-hour schedule receive an
JANUARY 2015 UPDATE ON PAYROLL, EMPLOYMENT TAXES AND INFORMATION RETURNS
JANUARY 2015 UPDATE ON PAYROLL, EMPLOYMENT TAXES AND INFORMATION RETURNS This letter sets forth employee payroll tax withholding rates, employer payroll tax rates in effect for 2015 and some pertinent
457 EMERGENCY WITHDRAWAL PACKET. City of Madison, Wisconsin
457 EMERGENCY WITHDRAWAL PACKET City of Madison, Wisconsin This packet consists of: Instructions Emergency Withdrawal Application Emergency Withdrawal Worksheet 457 EMERGENCY WITHDRAWAL PACKET INSTRUCTIONS
Florida State University Summary of Benefits. Benefit Description Cost Effective Date Eligibility Enrollment
Sick Leave Accrued paid time off for illness, doctor appointment; or illness, injury, or death of an immediate family member. Each pay period the employee accrues 4 hours. Proportionate accrual for less
Chapter Thirteen: General Ledger
Chapter Thirteen: General Ledger A. Journal Entries Page 1 Month End File In preparation for the month end process, a month end file is maintained throughout the month. This file contains all the supporting
FINANCIAL PLANNING QUESTIONNAIRE
Client Information: Client Co-client Full Name Date of Birth Address City/State/ZIP Phone (Home) Phone (Cell) Email FINANCIAL PLANNING QUESTIONNAIRE Advisors Financial Advisor Accountant Lawyer Insurance
Your Fermilab Benefit Plans. Ann Marie Matthei 2015 New Hire Orientation
Your Fermilab Benefit Plans Ann Marie Matthei 2015 New Hire Orientation Your Fermilab Benefits Medical and Prescription Drug Coverage Dental Plans Medical and Dental Plan Rates Additional Programs from
EMPLOYEE MANUAL. Elected Officials
EMPLOYEE MANUAL Elected Officials March 1, 2015 Table of Contents Preamble... 1 Compensation... 2 Hours of Work... 2 Length of Service... 2 Holidays... 2 Health/Dental/Vision Insurance... 3 Life Insurance...
Annual Benefits Election 2012
Medical Insurance Last Name First Name M.I. Address Date Employed Full-Time City Annual Salary State Zip Position Home Phone ( ) Work Location Social Security # Work Phone ( ) UnitedHealthcare Standard
Florida State University Summary of Benefits. Benefit Description Cost Effective Date Eligibility Enrollment
Sick Leave Accrued paid time off for illness, injury, or appointments with health care providers for the employee or the employee's immediate family member. Each pay period the employee accrues 4 hours.
THE CITY OF RALEIGH, NORTH CAROLINA
THE CITY OF RALEIGH, NORTH CAROLINA 6716 Six Forks Road RALEIGH, NORTH CAROLINA 27615 919-996-3385 POLICE OFFICER The Raleigh Police Department is seeking responsible and dedicated individuals who are
Benefits Summary for UAB Employees www.uab.edu/benefits
Benefits Summary for UAB www.uab.edu/benefits HUMAN RESOURCE MANAGEMENT Health Care, Dental, and Vision Plans For new employees, coverage under UAB s group health care, dental, or vision plans will begin
Disability. Guidelines for Disability Leave. Lawrence Livermore National Security, LLC
Lawrence Livermore National Security, LLC This checklist explains how your benefits are affected when you are on disability. You may wish to review this information with the Benefits Office to be sure
PITTSBURGH BOARD OF EDUCATION BENEFIT PLANS SUMMARY 2013
PITTSBURGH BOARD OF EDUCATION BENEFIT PLANS SUMMARY 2013 SECTION I: SECTION II: SECTION III: HEALTH INSURANCE INFORMATION DENTAL INSURANCE INFORMATION LIFE INSURANCE COVERAGE ACCIDENTAL DEATH & DISMEMBERMENT
RECORDS MANAGEMENT MANUAL COLORADO SPECIAL DISTRICTS
SCHEDULE NO. 15 PERSONNEL RECORDS General Description: Records relating to the hiring, employment, safety, benefits, compensation, retirement and termination of district employees. The specified retention
401(k) PLAN ENROLLMENT PAC
Plan Year 1999-2000 401(k) PLAN ENROLLMENT PAC Use this Enrollment Pac to... Learn the basics about 401(k) plans in general and our company plan in particular Join our company plan and indicate your deferral,
Summary Plan Description FLEXIBLE SPENDING ACCOUNTS
Summary Plan Description FLEXIBLE SPENDING ACCOUNTS Effective 1/1/2013 FLEXIBLE SPENDING ACCOUNTS TABLE OF CONTENTS INTRODUCTION TO THE FLEXIBLE SPENDING ACCOUNTS 1 HOW FLEXIBLE SPENDING ACCOUNTS WORK
How Much is Your Advertising Worth in Month?
Share s Benefit Package in Comparison with area nonprofits participating in the 2013 MBL Survey (2015 MBL Survey will be out sometime this fall) Pay Practices MBL Results 37% pay semi-monthly, 29% pay
DATE ITEM REQUIRED ACTION. If the candidate does not, please contact Marci Greene at (916) 733-0118.
Catholic School Department New Teacher Checklist/Personnel File Guidelines Please date each action as it is performed. Upon completion of all items, the principal will sign this document and affirm all
Employee Benefits. 2014 Early New Faculty Orientation 1
Employee Benefits 2014 Early New Faculty Orientation 1 Employee Benefits Insurance Retirement Benefits and Perks 2014 Early New Faculty Orientation 2 Employee Benefits People First You have 60 days from
LANSING COMMUNITY COLLEGE RESTATED TAX SHELTERED ANNUITY PROGRAM SUMMARY PLAN DESCRIPTION
LANSING COMMUNITY COLLEGE RESTATED TAX SHELTERED ANNUITY PROGRAM SUMMARY PLAN DESCRIPTION Effective January 1, 2009 TABLE OF CONTENTS 1. Introduction...1 2. What is the 403(b) Tax Sheltered Annuity Program?...1
The Denver Regional Council of Governments (DRCOG) has
The Denver Regional Council of Governments (DRCOG) has Terrific people Rewarding work Competitive pay Excellent reputation Great benefits! DENVER REGIONAL COUNCIL OF GOVERNMENTS We make life better! At
M&T Bank offers a CDHP that combines traditional medical coverage with a health savings account feature that provides certain tax benefits.
Benefits Overview M&T Bank understands how important benefits are to you and your family. The benefit plans are designed to meet the varying benefit needs of each employee. Since benefits are a significant
Payroll processing requires that board expenses for employer paid contributions to employee benefits and actual employee-paid deductions be defined.
DEDUCTIONS / CONTRIBUTIONS 13 Payroll processing requires that board expenses for employer paid contributions to employee benefits and actual employee-paid deductions be defined. Here in the DD-FILE, all
We make life better! The Denver Regional Council of Governments (DRCOG) Terrific people Rewarding work Competitive pay Excellent reputation
We make life better! The Denver Regional Council of Governments (DRCOG) Terrific people Rewarding work Competitive pay Excellent reputation Great benefits! Table of Contents Who Receives Benefits? 1 Key
How To Use Quickbooks
Course Handouts Course Handouts Using the course handouts In this section, you ll find copies of handouts for referenced course. The handouts are available for download in Portable Document Format (PDF)
Preparin. Change in. retirement contacts. VA 23238. It use a CarMax. our Company. If in coverage. home address. notice. elected, you.
Change in Status Events Preparin ng for Retireme ent Overview Congratulations on your upcoming retirement! We are committed to making your transition into retirement as smooth as possible. The following
Flexible Spending Accounts (Flex Accounts)
Full-Time Medical Residents, 2014 Health Plan Memorial offers two HRA/Co-insurance Medical Plans: Plan A - Lower deductible with $750 HRA and higher premium. Plan B - Higher deductible with $750 HRA and
Age Discrimination in Employment Act of 1967
A. Document Retention Policy 1. Objective The Objective of this policy is to establish a records retention program for SOME. Under this program, SOME s records will be retained for at least the minimum
NONPROFIT FINANCIAL MANAGEMENT SELF ASSESSMENT TOOL
NONPROFIT FINANCIAL MANAGEMENT SELF ASSESSMENT TOOL I. Financial Planning/Budget Systems 1. Organization has a comprehensive annual budget which includes all sources and uses of funds for all aspects of
THE NELSON TRUST WWW.NELSON.AIBPA.COM
December 28, 2012 Please read this notice carefully. This Notice contains important information regarding your coverage under The Nelson Trust Medicare Retiree Plan, effective April 1, 2013. You need to
Full- Time Employees Overview of Life Insurance Coverage Options for Full- Time Employees
Life Insurance The Company offers different life insurance coverage options to protect you and your family in the case of your death or accidental injury (AD&D insurance only applies to full- time employees).
12 Business Information (Green Sheet)
Give us COPIES only Clips only - NO STAPLES 12 Business Information (Green Sheet) If you are self-employed, or if you have had income for which you do not receive a W-2, please provide the following: A.
RIVERSIDE TRANSIT AGENCY FULL-TIME ADMINISTRATIVE EMPLOYEES NEW HIRE ENROLLMENT OVERVIEW 2015
RIVERSIDE TRANSIT AGENCY FULL-TIME ADMINISTRATIVE EMPLOYEES NEW HIRE ENROLLMENT OVERVIEW 2015 Riverside Transit Agency (RTA) is extremely proud of the package of benefits available to you. The benefits
Set up State Unemployment Tax
Contents: County Accounting Manual Special Fees 1 st Time Setup Employee data Paycheck Screen Set up State Unemployment Tax Report Configuration Correct Unreported / Overstated Unemployment tax Explanation
ILLUSTRATED INSTRUCTIONS BEGIN ON THE NEXT PAGE
Add or Change Life Insurance Beneficiaries Please visit the Benefits web site for comprehensive information about Basic life insurance and Supplemental life insurance. Click on a staff category from the
Employee Benefits 2011-12
Piedmont Unified School District Employee Benefits 2011-12 Health Plans The District is pleased to offer two health plans. Employees (working 30% or more) may select between two Kaiser Permanente HMO plans,
California State University, Sacramento Office of Human Resources Benefits Del Norte Hall 3004 6000 J Street Sacramento, CA 95819 (916) 278-6213 (as
California State University, Sacramento Office of Human Resources Benefits Del Norte Hall 3004 6000 J Street Sacramento, CA 95819 (916) 278-6213 (as of 3/27/2014) 1 BENEFITS OVERVIEW / ORIENTATION THE
Frequently Asked Questions (FAQs)
Frequently Asked Questions (FAQs) Q: Does everyone need to review their benefit elections? A: Yes, you should. The Open Enrollment period from May 14, 2013 May 28, 2013 is your opportunity to verify, or
BENEFITS SUMMARY. Physicians (Unit 1)
BENEFITS SUMMARY Physicians (Unit 1) THE BENEFITS OF WORKING AT THE CSU This summary provides an overview of systemwide benefits generally available to Physician (Unit 1) employees of the California State
*Financial Assessment Process Will Starting/Expanding Business Make Financial Sense?
Research & Writing a Business Plan Financial Assessment Small Business Development Center University of Wisconsin Oshkosh College of Business Tel. 1-800-232-8939 (In Oshkosh, (920) 424-1453) Web Site:
Employee Benefits. from. I felt rewarded for my efforts. Take Advantage of Competitive Benefits WEALTH ACCUMULATION. 401(k) Plan
day from one I felt rewarded for my efforts. Employee Benefits Take Advantage of Competitive Benefits At Fifth Third Bank, we want to create an environment where you will want to stay and build your career.
Notice to Employees on a Personal Leave of Absence Regarding Benefits
Notice to Employees on a Personal Leave of Absence Regarding Benefits This notice contains information to help you understand the impact of a Personal Leave of Absence on Benefits. Although the information
Faculty Phased Retirement Program (PRP) Benefits Chart
Faculty Phased (PRP) Benefits Chart Retirement Incentive Payment Healthcare Program CIGNA Medical* CIGNA Dental *Pharmacy and Vision Benefits are Included Out Retirement of up to one year s pay based on
St. Louis Community College Summary of Insurance Benefits Effective June 1, 2013
St. Louis Community College Summary of Insurance Benefits Effective June 1, 2013 Employees are eligible to enroll on the first day of employment and coverage becomes effective on the date the enrollment
TIPS FOR ORGANIZATION
How to Organize Your Files Presented by: Trina Martin UAN Project Accountant 1 TIPS FOR ORGANIZATION Tips presented aren t required by law they are suggestions for organization. Other methods may be used.
Preparing Payroll Manually For Non-Payroll Subscribers
Preparing Payroll Manually For Non-Payroll Subscribers County Accounting Manual Contents: Payroll Voucher Template Issues Create Paycheck Manually Taxes Payroll Liabilities Generate Data for Forms Manually
Chapter 15 PAYROLL 15-1
Chapter 15 PAYROLL Payroll responsibility varies from municipality to municipality. In smaller municipalities the Clerk- Treasurer is responsible for payroll preparation and maintenance of records. In
Table of Contents. Central Contra Costa Sanitary District. Protecting Public Health and the Environment
Table of Contents Central Contra Costa Sanitary District Protecting Public Health and the Environment Your Guide to Benefits 2015 Table of Contents Health and Dental Plans...4-5 Open Enrollment...6-7
SUMMARY OF EMPLOYEE BENEFITS
SUMMARY OF EMPLOYEE BENEFITS The City of Gaithersburg offers a competitive and comprehensive employee benefit package to eligible employees. This summary of benefits highlights general information about
EMPLOYEE BENEFIT SUMMARY
2013 EMPLOYEE BENEFIT SUMMARY Retirement Employees can choose to participate in the Lamar Employee Pension Plan or Social Security. If the employee chooses to participate in the Lamar Employee Pension
BALTIMORE CITY PUBLIC SCHOOLS
HEALTH BENEFITS AT A GLANCE BENEFITS - OVERVIEW City Schools offers a comprehensive benefits package that includes: Medical Dental Vision Prescription Life Insurance and Accidental Death & Dismemberment