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The brand-new reimbursement Reimbursement & Expense Recovery Bonus Policy and Standard applied applies to all expenses after as of January 1, 2023. |
What are Reimbursements and Expense Recovery Bonuses
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We are using important new language for the Policy, Standard, and Forms in 2023.
- Expenses that qualify under IRS guidance as non-taxable reimbursable business (ministry) expenses are referred to as Reimbursements on the new Standard and Form.
- An Expense Recovery Bonus (ERB), formerly known as taxable reimbursement, is applied when the submission of expenses does not qualify for "reimbursement" under IRS guidance. These will take the form of a bonus, which will be treated as additional taxable wages (compensation). Since only paid employees can receive a taxable bonus, associates are not eligible to submit a request for an Expense Recovery Bonus or any expense with a taxable (ERB) component.
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- I'd like to add the basic definition and distinctions between the two here. I think it would be valuable for this page (since it's only about communicating for the roll out) that we try to keep in layman's terms as much as possible!
Highlights of Significant New Changes in 2023
Process & Submission - You can now easily see your current 2022 selections on the Insurance page of your StaffNet account and use the links below to submit the appropriate forms. (The StaffNet page is also used for the field, so all OE submission forms on that page are only for Field Open Enrollment. Don't be confused - the forms for all Central submissions are linked below.)
Medical, Dental, and Voluntary Life Insurances - There are no significant plan changes or options for 2023. You do not need to submit a form if you do not wish to change your medical, dental, or voluntary life plans from your current selections.
Cafeteria Options (HSA, Vision, Childcare) - There are new HSA Contribution limits for 2023. To continue making Cafeteria Plan deductions (HSA, Vision, Child Care) for the new year, you must complete the 2023 Cafeteria Form in Step 2 below. Your current Cafeteria Plan deduction selections only last through 2022.
*We also wanted to remind you that you still have the Aetna Employee Assistance Program (EAP). We introduced this service in 2021 and continue to provide Reliant staff members and their families additional support through counseling services (and other covered services) at no cost to them. For more information on these specific services, visit the Employee Assistance Program (EAP) - Resources for Living.
What do I need to do?
- The Ministry Expense Bonus amounts have changed. Previously, the ME bonus was broken down into individual expense category maximum amounts. This will no longer be required. Reliant is now asking U.S. field workers to determine the appropriate total ME Bonus amount (up to a specific, designated monthly total) based on the amount needed for the individual. In addition to this change, we have separated monthly phone service expenses. This allows you to receive funds to cover the monthly phone expense as non-taxable. If your role at Reliant is eligible for this type of bonus, please review Ministry Expense Bonuses for more details on the ME bonus and monthly phone service changes before submitting a new support goal.
- Computers, Equipment, Mobile Phones, and Some Furniture- These items used to be 100% taxable. In the future, they will be 75 % reimbursable (non-taxable) and 25% ERB (taxable) with the requirement that you intend to continue working with Reliant (at 20 hours or more for the next 12 months). We have also increased the max limits to be greater and changed the number of years before you can purchase these items again. Please review the Standard for specific details for each type.
- Local mileage for necessary ministry-related trips is now 50 miles each way from the starting ministry location rather than 100 miles.
- Moving forward, Spiritual & Ministry Planning Retreats will require the submission of a Personal Development Plan (PDP). A PDP will be submitted and reviewed as a tab in the regular annual Job Description form and process.
- Others - you will find these and many other minor changes highlighted directly on the Standard Page.
Please don't hesitate to contact your Program Team Liaison (listed at the bottom of this page) if you need help navigating the new policy, standard, or form.
What Do I Need To Do?
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Watch the introduction video. This 14-minute video will brief you on the new Policy and Standards. Click on the green button below to view.
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Familiarize yourself with the completely new the Reimbursement and Expense Recovery Bonus Standard. This page is where most of the day-to-day reimbursement details live to help you get reimbursed. We have made many changes in details all the important expense submission information you need, including yellow "Note" boxes throughout to highlight all changes. This single page holds all the details to make things more user-friendly and helpful to you. The changes are highlighted in Yellow "Note" boxesfor you. |
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Be on the lookout for new Forms & Procedures in the new year. We will have an overhauled Form for you to fill out for any 2023 expenses. We'll provide a Solomon page with tutorial videos to make it as easy as possible. Remember, if you submit for reimbursement or expense recovery bonus for any 2023 expenses, the new Policy, Standard, and Form will apply. |
FAQ
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