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Board hears Aon Hewitt service plan, new lead actuary and a briefing on IRC Section 125 rules

City and County of San Francisco Health Service System Board · November 9, 2017
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Summary

Aon Hewitt presented its client service plan and introduced lead actuary Mike Clark; Commissioner Breslin pressed for transparent, independent actuarial reporting. Staff and Aon also reviewed Internal Revenue Code Section 125 rules governing cafeteria plans, midyear election limits, and the tax consequences of noncompliance.

Juan Anderson of Aon Hewitt presented the firm’s client‑service framework and transition plan after staffing changes, emphasizing executive sponsorship, a team approach to knowledge transfer, and monthly communication with SFHSS staff. "We have a proven process of transferring knowledge to ensure that nothing gets dropped or falls through the crack," Anderson said.

The board requested reintroduction of the new lead actuary. Mike Clark, introduced at the meeting, described his recent work on SFHSS data and…

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