TAX$AVE 2002 Milestones

TAX$AVE 2002

OPEN ENROLLMENT MILESTONES

DATE	EVENT
August 17	Initial paycheck message to employees paid through the State’s Centralized Payroll Unit announcing upcoming Open Enrollments (Tax$ave 2002 and SHBP).
August 31	Second paycheck message to employees paid through the State’s Centralized Payroll Unit announcing start of SHBP Open Enrollment and Tax$ave to start September 14, 2001.
September 1	Horizon Healthcare direct mailing to current FSA enrollees reminding them they must reenroll to continue participation in tax year 2002. Horizon Healthcare and the Division of Pensions and Benefits will begin bulk shipment of Tax$ave Open Enrollment materials to State Monthly employers (State universities, colleges, Palisades & Commerce Commission).
September 7	Delivery of payroll inserts to Centralized Payroll — Tax$ave 2002 newsletter, POP flier, and FSA pamphlets. Colleges, Universities, Palisades & Commerce Commission should provide file of eligible employees for Tax$ave as of 9/1/01 to Horizon to enable telephone and Internet enrollment availability.
September 14	Tax$ave 2002 Open Enrollment announcement materials distributed to employees paid through the State’s Centralized Payroll. Payroll inserts to be distributed with paychecks include Tax$ave 2002 newsletter, POP, and FSA pamphlets. Third paycheck message announcing the start of the Tax$ave Open Enrollment. Universities, colleges, Palisades and Commerce Commission should distribute the Tax$ave materials to their employees.
September 14- October 31	Tax$ave 2002 Open Enrollment period. Tax$ave 2002 employee educational sessions at work locations upon request.
October 12	Fourth Centralized Payroll reminder message. (Colleges, Universities, Palisades and Commerce Commission should consider providing similar reminders.)
October 26	Fifth Centralized Payroll "last chance reminder" message. (Colleges, Universities, Palisades and Commerce Commission should consider providing similar reminders.)
October 31	FSA Election Form postmarked date for enrollment in UMSA and/or DCSA. Last day to enroll by telephone or Internet (through Horizon Healthcare’s automated voice response unit or Website).
November 16	POP Declination Forms due at Centralized Payroll. (Colleges, Universities, Palisades and Commerce Commission establish own date.)
January 1, 2002	2002 Plan Year starts.
January 4, 2002	First deductions for 2002 Plan Year for employees paid through Centralized Payroll. (Colleges, Universities, Palisades and Commerce Commission should begin deductions with their first pay period in 2002.)