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Year-End Reconciliation
In previous years, IPBC members would need to provide a year-end reconciliation at the close of the IPBC Fiscal Year (June 30th). However, with the transition to PlanSource and the enforcement of the 90-day rule for all retro adjustments, the year-end reconciliation process is no longer necessary.
If you have any adjustments that need to be made for the past 90 days, please enter them into PlanSource and they will appear on your next monthly invoice. Again, please remember to accurately maintain your employee data within PlanSource throughout the year and check your invoices so all adjustments can be made in a timely manner.
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