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Event Type: Webinars

ACA Filing Made Simple for PEOs:

Click the link to watch this First Friday NAPEO member–exclusive session co-hosted by Kelli Smith and Michelle Kershner and moderated by Robyn Carlini. This discussion is designed specifically for PEOs and will focus on practical strategies to simplify ACA filing, avoid common errors, and confidently prepare for the 2025 reporting season.

Whether your team manages ACA filings internally or supports client reporting, this session will help you proactively address challenges, streamline workflows, and reduce last-minute filing pressure.

Key Takeaways:

  • 2025 ACA Filing Readiness Checklist
    Critical steps PEOs should complete now to prepare for a successful filing season
  • What’s New for 2025 ACA Reporting
    Key regulatory updates, IRS guidance, and changes impacting PEO reporting obligations
  • Understanding PEO-Specific ACA Complexities
    Navigating aggregated ALE groups, client structures, and shared responsibility considerations
  • Mastering 1095-C Coding
    How to correctly apply Line 14 and Line 16 codes across varied client scenarios
  • Common ACA Filing Mistakes to Avoid
    Frequent errors that result in rejections, delays, and costly corrections
  • Preventing Data Errors & IRS Rejections
    Best practices for validating employee, coverage, and client data before submission
  • Corrections, Resubmissions & Key Deadlines
    When corrections are required, how to manage resubmissions, and timelines to keep filings on track

Why This Matters

ACA reporting mistakes can create significant compliance risk for PEOs and their client groups. With increased IRS enforcement and new considerations for the 2025 filing year, errors in 1094/1095-C filings can lead to rejections, corrections, and potential penalties. This session helps PEOs proactively address these challenges, avoid common pitfalls, and approach filing season with confidence.

Confidently Closing the Year:

A Step-by-Step Guide to ACA Reporting Success:

Kelli Smith, Director of ACA Compliance, will provide the tools, timelines, and practical insights you need to avoid common mistakes, reduce risk, and ensure a successful year-end close—whether you manage ACA compliance in-house or support multiple clients. 

📅 February 12, 2026 – 11AM (CT) 

Key Takeaways 

Participants will learn how to: 
✅ Review and validate year-end ACA data for accuracy 
✅ Understand the final steps for e-filing Forms 1094-C and 1095-C 
✅ Identify and correct common reporting errors before submission 
✅ Manage communication with clients, employees, or vendors during the final stretch 
✅ Prepare for potential IRS notices and ensure long-term compliance readiness 

What We’ll Cover 

  • Final Data Review: Ensuring every employee and coverage code is accurate 
  • Common Mistakes to Avoid: Top errors that lead to rejected filings or penalties 
  • Form Submission Tips: Navigating deadlines, extensions, and e-filing best practices 
  • Post-Filing Steps: What to do after submission and how to handle IRS follow-ups 
  • Confidence Checklist: A clear roadmap to a successful ACA filing season 

Join us to strengthen your process, avoid common mistakes, and ensure a smooth and compliant close to the reporting season. Don’t miss this opportunity to prepare your organization—or your clients—for a confident and compliant ACA year-end close. 

ACA Readiness Check  

Tips You Need to Know Before the Filing Deadline

ACA filing season is here — are you truly ready to file? 

Before you dive into forms, transmissions, and IRS acknowledgments, join Kelli Smith, Director of ACA Compliance & Training, for a quick, high-impact readiness check to help you confirm that your organization has everything in order before reporting begins. 

This essential session will walk you through the critical pre-filing steps every HR, payroll, and benefits team should complete to ensure smooth, accurate, and on-time ACA submissions. 

It’s the perfect kickoff to filing season — helping you start strong, reduce errors, and avoid scrambling later as deadlines approach. 

You’ll leave this session with practical checklists, readiness tools, and the confidence to know your ACA reporting is compliant, accurate, and ready for submission. 

Why You Should Attend 

✅ Get Ready for ACA Filing Season – Learn what to check before submitting your 2025 ACA forms to avoid costly rejections or corrections. 

✅ Verify employee coverage and eligibility data 

✅ Confirm Applicable Large Employer (ALE) status 

✅ Validate 1095-C coding (Lines 14–16) for accuracy 

✅ Prepare your systems for IRS AIR submission 

✅ Meet key deadlines — March 2, 2026 (employee forms) and March 31, 2026 (e-filing) 

✅ Hear from an Expert – Gain insights from Kelli Smith, Director of ACA Compliance & Training, who has guided thousands of employers through ACA reporting. 

Registrants will receive a ACA Code Guide. Walk away knowing your team is filing-ready, compliant, and on track for a smooth ACA reporting season. 

Preparing for 2025 Deadlines

ACA Compliance: Year-End ACA Reporting Review:

As 2025 comes to a close, ACA reporting deadlines are fast approaching — and preparation now can prevent costly mistakes later. Whether you’re well-versed in ACA compliance or just starting to navigate its complexities, this session will provide the clarity and tools you need for a smooth reporting season.

Kelli Smith, Director of ACA Training, will walk through a comprehensive year-end review designed to help employers, PEOs, and staffing firms avoid penalties, reduce reporting stress, and feel confident heading into 2026.

Key Learning Topics

Comprehensive ACA Reporting Overview A refresher on IRS 1094/1095 reporting requirements and what’s changed for 2025.

Deep Dive into Form 1095-C Line-by-line review, common coding errors, and how to interpret tricky scenarios.

Common Reporting Challenges Data mismatches, late filings, misclassified employees, and how to correct them.

Critical Deadlines & Filing Prep What to have ready now to avoid the “year-end scramble.”

Audit-Readiness Strategies Tips for preparing supporting documentation in case of an IRS inquiry.

Understanding ACA Codes Clear explanations of Line 14/16 codes and common combinations to prevent penalty triggers.

Q4 Action Plan Practical steps to finalize data, validate employee eligibility, and ensure accurate submissions.

Finishing the year strong with ACA compliance doesn’t just avoid penalties — it saves time, reduces risk, and ensures your employees and clients are fully protected. This session arms you with practical guidance, expert insights, and proven best practices so you can step into 2025 reporting season with confidence.

From Data to Filing:

How to Streamline ACA Reporting in Q4

As we gather around the table of compliance this November, it’s time to give thanks for good data—and prepare for the final stretch of ACA reporting. Q4 is the crucial season when preparation pays off. Employers, staffing firms, and PEOs that wait until January often find themselves on a frantic journey through a wilderness of missing data, inconsistent coding, and looming penalties.

The good news? With the right map, tools, and travel companions, your journey from raw data to accurate filings can be as smooth as a Thanksgiving feast.

Join Ashley Pope, Director of ACA Services, as she guides you through the steps to efficiently collect, validate, and report data for Forms 1094-C and 1095-C. You’ll discover how to avoid the pitfalls that trip up many employers—like missing SSNs, misclassified employees, and tangled EIN structures—while using your BenAdmin and payroll systems to stay compliant and confident.

Feast on Key Takeaways:

  • Q4 Prep Harvest: What should already be gathered by November to ensure a plentiful reporting season.
  • Data Gathering & Reconciliation: How to bring together information from multiple “colonies” (EINs, systems, and employee groups).
  • Employee Classification & Eligibility: Steering clear of costly missteps with variable-hour, seasonal, and multi-state employees.
  • Technology Cornucopia: Leveraging BenAdmin/payroll integrations to reduce manual work and ensure accuracy.
  • Filing with Confidence: Tips to polish your submission and prevent penalty “pilgrimages” in the new year.
  • Form 1094-C and 1095-C Review and Common Pitfalls
  • Q&A

You Have the Tools, Now Use Them!

Turning Communication into a Benefits Powerhouse: 

As a broker, you know open enrollment isn’t the only time benefits communication matters. Your clients need guidance on how to keep employees engaged, informed, and satisfied all year long. The good news?  

Most already have the tools they need—email, SMS, alerts, video, eligibility triggers—but they’re often underutilized. That’s where you can step in as a trusted advisor. 

Join us on September 23 at 3:00 PM ET as Jasper Purvis, VP of Partnerships and Sales Enablement at Selerix, shows brokers how to turn underused communication features into a year-round engagement strategy that improves client satisfaction and retention. 

 In this session, you’ll learn:  

  • How to help clients embed communication in their BenAdmin system instead of relying on disconnected tools  
  • The real cost of passive enrollment and missed opportunities  
  • Ways to break down messaging silos that frustrate employees and HR teams  
  • Real client success stories brokers can share to demonstrate ROI How positioning communication as part of your benefits strategy differentiates you from competitors 

Hosted by The Granite List

Speaker: 

Jasper Purvis – VP, Business Development, Selerix 

With more than 20 years of experience spanning sales, business strategy, and technology, Jasper Purvis is known for bridging the gap between business goals and IT solutions. His career began in financial services, where he developed a passion for using technology to deliver faster, more efficient results for clients. He later advanced into leadership roles, including Chief Technology Strategy Officer and Chief Sales Officer, driving growth and aligning operations across multiple departments. 

Before joining Selerix in 2022, Jasper served as SVP of Consulting at an IT strategy firm, advising clients across industries on how to use technology for business growth. At Selerix, he now leads business development efforts, partnering with insurance carriers and employers to deliver innovative benefits and compliance solutions. 

Register Today!

ACA Compliance Horror Stories

Avoiding Scary Mistakes in 2025 Reporting

ACA compliance can feel like a haunted house—unexpected twists, frightening penalties, and ghostly IRS letters that show up long after you think you’re safe.

In this Halloween-themed session, our ACA experts will walk through real-world compliance horror stories—from Phantom 1095-Cs and cursed codes to the Ghost of Letter 226J, the Labyrinth of state mandates, and Zombie TIN errors—and show you exactly how to avoid these scary pitfalls in your 2025 reporting.

Don’t let mistakes come back to haunt you

Featured Segments Include:

  • Top ACA Mistakes and How to Correct Them before they lead to penalties
  • The Phantom Form 1095-C – missing or misfiled forms are haunting employers
  • The Curse of the Incorrect Codes – Line 14/16 code errors triggering IRS fines
  • The Ghost of Letter 226-J – penalty notices that appear years later
  • The Labyrinth of State Mandates – getting lost in multi-state reporting rules
  • The Zombie TIN Errors – invalid TINs that just won’t die

Why Watch?

This session isn’t just a collection of scary tales—it’s your survival guide. You’ll leave with actionable strategies to protect your business, reduce compliance risk, and ensure your 2025 ACA reporting season doesn’t become a horror story of its own.

Speaker Bio: Ashley Pope, Director of ACA Services

Ashley Pope is the Director of ACA Services at SyncStream Solutions (now Selerix). Pope has over three decades of experience in customer service, business operations, and technology for driving business strategies to be effective and efficient.

For the past nine years, Ashley has specialized in Affordable Care Act (ACA) compliance, helping employers, staffing firms, and professional employer organizations (PEOs) navigate some of the most complex reporting and regulatory challenges.

At Selerix, she leads the ACA Services team, ensuring clients receive clear guidance, accurate reporting, and seamless support throughout the compliance cycle. Her collaborative approach—working across product, development, and client service teams—helps organizations align business strategy with compliance requirements, reduce risk, and gain peace of mind in the face of IRS regulations.

With a reputation for blending operational expertise and client-centered strategy, Ashley is passionate about empowering HR leaders and brokers with the knowledge and tools they need to manage ACA with confidence and precision.

First Friday Series – Wednesday Edition

Click Here to Watch the Full Webinar

(You must be a NAPEO member to view) 

ACA Compliance & Challenges for PEOs: Navigating Complex Regulations & Avoiding Costly Penalties, presented by Selerix (with ACA expertise built on SyncStream legacy) 

Speaker: Michelle Kershner, Senior Director of Sales, Selerix 

Navigating ACA compliance as a Professional Employer Organization (PEO) presents unique challenges. Join us for an exclusive webinar hosted by Selerix to gain expert insights on overcoming these complexities.  

Key Takeaways:  

✅ Understanding ACA Compliance for PEOs – Learn how the ACA applies to PEOs and their clients, including shared responsibility and reporting obligations.  

✅ Common Compliance Challenges – Identify the biggest hurdles PEOs face, from accurate employee classification to managing variable-hour workforces.  

✅ Navigating IRS Penalties & Notices – Gain insights into the different types of IRS penalty letters and how to respond effectively.  

✅ Best Practices for ACA Reporting & Filing – Discover strategies to streamline ACA reporting, avoid common errors, and ensure timely and accurate filings. Strategies to ensure compliance while managing multiple clients  

✅ Staying Ahead of Regulatory Changes – Get the latest updates on ACA regulations and how PEOs can proactively adapt to compliance shifts.  

Click Here to Watch the Full October 1st Webinar
(You must be a NAPEO member to view) 

Avionté Partner Spotlight Webinar

Avionté Partner Spotlight Webinar: Preparing for 2025 Reporting and Penalty Risk

Avionté and Selerix have partnered to help staffing firms tackle today’s toughest ACA compliance challenges. With high turnover, variable schedules, and complex reporting requirements, staffing companies are at greater risk of costly IRS penalties. In this spotlight session, experts will outline what staffing firms should be doing now to stay compliant and prepare for the 2025 reporting season.

Staffing firms are under the microscope when it comes to ACA compliance, and the IRS is watching. With high turnover, variable schedules, and complex reporting requirements, staffing companies face some of the most demanding ACA challenges in any industry. One misstep—missed offers, incorrect codes, or late filings—can trigger serious penalties.

Join us for a focused session where industry experts share exactly what staffing firms should be doing right now to stay ahead of ACA pitfalls and prepare for the 2025 reporting season.

 Hosted By:

Michelle Kershner, Senior Director of Sales at SyncStream powered by Selerix

Scott Poeschl, Senior Vice President at Avionté

Together, they’ll walk you through real-world insights and compliance strategies built specifically for staffing firms.

What You’ll Learn:

  • How to avoid IRS red flags that trigger Letters 226J and 5699
  • Common ACA mistakes staffing firms are making
  • Must run reports before year-end
  • How can integrated technology reduce risk and save time
  • The impact of control groups and variable-hour workers on reporting

 Why It Matters for Avionté Users

SyncStream, powered by Selerix, is bringing a smarter ACA compliance experience to staffing firms using Avionté. With fewer manual steps and more accurate reporting, you’ll reduce risk and stay protected—while working within the systems you already use.