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Event Status: Past Events

USI Houston ACA Lunch and Learn

This USI Lunch & Learn session provides a foundational overview of Affordable Care Act (ACA) compliance for HR, benefits, and payroll professionals. Participants will gain a clear understanding of the core components of ACA administration, including Applicable Large Employer (ALE) determination, employee eligibility rules, affordability standards, and reporting requirements. Led by industry experts and hosted by Stacy Davidson, the session will explore how these elements work together and where employers commonly encounter compliance challenges. Attendees will learn how to identify potential risks early and apply practical strategies to improve accuracy in eligibility tracking, workforce classification, and reporting. This program is designed to strengthen baseline ACA knowledge and support ongoing compliance efforts throughout the year, helping participants reduce the risk of penalties and reporting errors.

SHRM Credits Available

Location
Perry’s Steakhouse
9827 Katy Fwy
Houston, TX 77024-1201

For more information, email events@selerix.com.

One Platform. More Value:

Benefits Admin + ACA Built for Brokers

Designed with brokers at the center, Selerix helps you simplify administration, scale your business, and deliver a better client experience—all from a single, configurable platform. What you’ll see:

Live Webinar: June 3 at 1pm CDT

  • A modern, scalable platform built to help brokers grow and support clients more efficiently
  • Flexible plan management with 1,000+ pre-built products and seamless integrations
  • End-to-end administration including billing, COBRA, HSA/FSA, and more
  • Fully integrated ACA solution with real-time tracking, automated 1095-C coding, and expert support

Spring Reset

Join us on May 6 at 11:00 AM CT for a practical session with Melissa McAlister, Senior Customer Success Manager, focused on auditing your benefits administration processes. We’ll walk through how to conduct an audit of both coverage and payroll deductions, helping you identify discrepancies and ensure accuracy across your systems.

In addition, we’ll discuss the importance of understanding your plan documents—such as when age-based increases should occur and which life events allow for coverage changes. We’ll place special focus on life insurance, one of the more complex benefits to manage, so you can confidently ensure your data aligns with plan rules.

Key Takeaways:

  • How to conduct an audit of benefits coverage and payroll deductions
  • How to identify and resolve discrepancies in your data
  • Ways to research and track changes within your system
  • What to review in plan documents, including age changes and life events

Partnering for Compliance

In this session, you’ll learn how to confidently support clients across a range of ACA scenarios—from inheriting non-compliant groups to navigating mid-year BOR changes—while reducing risk and strengthening your advisory role. 

What You’ll Learn: 

* How to position and deliver ACA compliance support—regardless of ben admin or payroll systems

* How to identify, mitigate, and respond to ACA compliance risks and IRS notices

* How to navigate complex scenarios, including BOR changes, non-compliant groups, and M&A activity

* How to avoid “ACA Light” pitfalls and leverage the right partner to support long-term success 

Why Attend: 

Most brokerages avoid ACA compliance due to perceived risk—but your clients still need guidance. This session will show you how to step into that gap with confidence by partnering strategically, reducing exposure, and delivering meaningful value when it matters most.

Steele Benefits is Now Part of Selerix.

Steele Benefits is now part of Selerix! Together, we deliver a comprehensive benefits administration, ACA compliance, and employee engagement solution.

We’re excited to support your next chapter!