Tag Archives: handbooks

Fall Means Final End of Year Check-Up On Your Business

images(Posted by Rick Dacri on August 28, 2013)

The summer is nearly over and now it’s time to look forward to the fall. I wanted to check in with you and suggest a check-up on your operation. The economy continues to heat up and there’s a lot happening, so I wanted to take a moment to provide you a brief list of important items you should be focusing on to help you make managing your business a bit easier:

1. Turnover is Increasing: With an improving market, there is strong evidence that employees are feeling more confident and many, particularly coveted star performers, are beginning to look to make job changes. That’s not good for you.

Advice: Make sure your managers and supervisors are focused on employee retention. Implement a progressive retention program and initiate an annual employee satisfaction survey to take a pulse of your organization.

2. ACA Deadlines: Deadlines for the Affordable Care Act are upon us.  


My Advice: Make sure your plan meets all the new requirements and plan to provide employee education programs. You may also want to change your new enrollments dates and your benefit eligibility requirements. Update your classifications for full-time and part-time employees and evaluate whether it makes sense to restructure your staffing to address “pay or play” thresholds.

3. Evaluate Your Hiring: As the economy expands, you may find the need to add staff. With an improving economy, finding good people is proving more difficult.

My Advice: Continue reading


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Filed under Leadership, Management

2010 HR Calendar of Events


Dates Events
1/1/10 W-4s: Remind employees to submit a new Form W-4 if their withholding allowances have changed or will change for the new year.
1/1/10 End of Tax Credit: Remind employees that with the end of the 2009 federal tax credit from the American Recovery and Reinvestment Act (stimulus bill), they may see an increase in their federal taxes, resulting in lower take home pay.
1/1/10 New Year’s 2010: Falls on Friday creating an opportunity for a 3-day holiday weekend
1/1/10 OSHA 300 Log: Close out the log for the year and prepare the Form 300A (Summary of Work-Related Injuries and Illnesses) which must be posted by February 1.
1/1/10 Mental Health Parity The mental health parity requirements of the 2008 $700 billion financial bailout bill will go into effect for most plans on this date.
1/1/10 Pensions: Changes in deferral maximums, defined benefit maximum annual pensions, and defined contribution annual addition maximums take place on this date.
1/1/10 Medicare: Changes in co-pays, deductibles, and coinsurances take effect on this date.
1/1/10 ME Hazardous Chemical Law: requires employers who use hazardous chemicals to train employees about use and protections and provide refresher courses annually.
1/1/10 Social Security: Social Security deductions and benefits will change.
1/1/10 Retirees: January is the month when any employee retiring this year should call the Social Security Administration [800]772-1213 to make an appointment to find out about retirement; it could be to their advantage to start getting their benefits now even if they aren’t retiring until later in the year.
1/1/10 ME DOL/BLS Annual Report: Report on substance abuse training is due.
1/18/10 M.L. King Day: Monday holiday.
1/31/10 MA DUA QUEST Report: File quarterly report.
1/31/10 W-2s: Form W-2 to be issued to employees and former employees.
1/31/10 MA Office of Labor & Workforce Development: File single tax return for all employees and hours worked for each employee.
2/1/10 OSHA 300A Form: Employers need to post their Form 300A (Summary of Work-Related Injuries and Illnesses) where employees can see it from February 1 to April 30 each year.
2/15/10 W-4 Reminder: You must change the withholding exemption to “single, with zero allowances” for employees who claimed total exemption from withholding for last year, unless the individuals have completed a new Form W-4, Employee’s Withholding Allowance Certificate. Best bet is to send them a reminder with a new W-4 before 2/15.
2/15/10 President’s Day: Monday holiday.
2/19/10 COBRA Notices: General notices containing information about the COBRA extension must be sent out to individuals who are “assistance eligible” or who are experiencing a qualifying event.
2/28/10 Sexual Harassment Training Reminder: ME and MA employers must provide all their employees copies of their sexual harassment policy; ME workers with 15 or more employees must conduct sexual harassment prevention training for all new employees and additional training for supervisors and managers. Contact Dacri & Associates for sample policies and Sexual Harassment Prevention Programs and Training-207-967-0837.
2/28/10 ME VDT Law Reminder: requires employers with 2 or more video display terminals to train VDT operators on the proper use of VDT.
3/1/10 MSDSs: Submit emergency and hazardous chemical inventory to appropriate agencies.
3/14/10 Daylight Saving Time: Set clocks ahead one hour.
3/30/10 I-9 Compliance: Audit all your I-9’s for errors and omissions.  Make corrections with red pen and note on form that corrections were made.
4/2/10 Good Friday: Many employers will close for a paid holiday; not a federal or state holiday.
4/15/10 MA DUA QUEST Report: File quarterly report.
4/17/10 ERISA Investment Advice Rule: This is the effective and applicability date for final rules under the Employee Retirement Income Security Act, and parallel provisions of the Internal Revenue Code of 1986, relating to the provision of investment advice to participants and beneficiaries in individual account plans, such as 401(k) plans, and beneficiaries of individual retirement accounts (and certain similar plans).
4/19/10 Patriot’s Day: Monday holiday.
4/28/10 Employee Handbooks: Review handbooks for compliance and operational changes.  Make adjustments and notify employees of changes.  This audit should be scheduled annually. Contact Dacri & Associates to write, edit, and review your employee handbook.
5/15/10 HR Audit: Review all HR policies and practices to ensure compliance with all federal and state laws.  Contact Dacri & Associates to conduct an independent audit of all your HR systems and policies.
5/31/10 Memorial Day: Monday holiday.
6/1/10 Anniversary: Dacri & Associates celebrates its 15th Anniversary.  Founded June 1, 1995.
6/15/10 MA DUA QUEST Report: File quarterly report.
7/5/10 Independence Day: July 4th falls on a Sunday in 2010. Many employers will close on Monday, July 5; however, many more employers are still making up their minds about closing around the holiday.
7/31/10 Form 5500: Form 5500 for employee benefit plans must be filed within 210 days of the end of the plan year; if the plan year is the same as the calendar year, then Form 5500 must be filed by this date.
9/6/10 Labor Day: Monday holiday.
9/15/10 MA DUA QUEST Report: File quarterly report.
9/30/10 Vets-100A Report: Certain federal contractors and subcontractors must begin using the new form Vets-100A on this date; contractors with certain older contracts will continue to file the Vets-100 Report.
9/30/10 EEO-1 Form: The filing deadline for the EEO-1 Survey is September 30. The preferred method for completing the EEO-1 is a web-based filing system. For details, go to http://www.eeoc.gov/eeo1survey/.
All employers of 100 or more workers and all employers with 50 workers and a federal contract of $50,000 or more must complete this survey.
9/30/10 SARs: Summary Annual Reports to be furnished within 9 months of end of plan year; therefore, for plans operating on a calendar year, SARs are due on this date.
10/11/10 Columbus Day: Monday holiday.
11/2/10 Election Day.
11/7/10 Daylight Saving Time ends: Set clocks back one hour.
11/11/10 Veterans Day: Thursday holiday.
11/25/10 Thanksgiving Day: Thursday holiday.
11/26/10 Friday After Thanksgiving: Many employers will close for a paid holiday.
12/25/10 Christmas Day: Falls on Saturday creating an opportunity for a 3-day holiday weekend, as many organizations will close on the Friday before.

Call for assistance with any of your Workforce and Human Resource needs:

Rick Dacri

Dacri & Associates, LLC




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Filed under Management