1. 1
Welcome to
Moss Adams!
We’re glad you’ve joined the firm!

2. 2
TODAY’S AGENDA
9:00 – 9:45
• Introductions
• About Moss Adams
• Firm Structure & Vision
• Industry & Service
Specializations
• Forum_W
9:45 – 10:45
• Pillar & Performance
Management
• Four Cornerstones
• Policies & Procedures
10:45 – 11:30
• IT Training
11:30 – 1:00
• Lunch
1:00 – 1:30
• Office Tour
1:30 – 3:00
• WebView Elite Training
• Benefits Overview
• Questions
• Paperwork Completion
• Picture

3. 3
INTRODUCTIONS
• Name
• School and/or recent studies
• Recent work experience
• In anticipation of starting today, what did you do
as a last hoorah?
• Fun fact?

4. 4
NEW HIRE PACKETS
In Your Packet:
• Access Card
• Agenda
• Access List
• Network List
• Bus Pass Form
• New Hire Action Items Checklist
• Structure Chart
• Phone Cheat-Sheet
• Floor Plans
• Benefits Information
• Performance Management Documents
At Your Desk:
• Informational Poster
• Phone
• Basic Office Supplies

5. 5
ABOUT MOSS ADAMS

6. 6
YOU’VE JOINED A WINNING TEAM!
• One of the 15th largest accounting and
consulting firms in the nation
• Largest firm headquartered in the West
• Nearly 2,300 personnel, including over 265
partners (26% female!)
• Founding member of Praxity,AISBL, a global
alliance of independent accounting firms that
operates in over 80 countries

7. 7
PRAXITY

8. 8
YOU’VE JOINED A WINNING TEAM!
We’ve received
numerous firm-
wide, office and
individual awards!
Visit our Awards
and Recognition
page on MA.com for
a full list

9. 9
VISION AND PURPOSE

10. 10
HISTORY OF THE FIRM

11. 11
ANNIVERSARY VIDEO
Anniversary Video

12. 12
OFFICE LOCATIONS
26 offices in:
• Washington
• Oregon
• California
• Arizona
• New Mexico
• Kansas
• Texas

13. 13
FIRM LEADERSHIP
Chris Schmidt
Chairman and CEO
Dick Fohn
President and COO

14. 14
EXECUTIVE COMMITTEE
Corinne Baughman
OC
Brian Conner
CCV
Elaine Ervin
Seattle
Greg Finley
Silicon Valley
Joe Karas
Portland
Eric Miles
BRMCS
Silicon Valley
Chris Pritchard
San Francisco
Rebecca Pomering
MAWA
Seattle
Todd Van der Wel
Los Angeles

15. 15
SEATTLE LEADERSHIP
Dave Schilling
Seattle Partner in Charge
PSR Regional Managing Partner
Tom Krippaehne
MAAS Partner in Charge
MAC Regional Managing Partner
Rebecca Pomering
CEO Wealth Advisors
Jet Wales
MA Capital Managing Director

16. 16
PARTNER VIDEO
Partner Video

17. 17
FIRM STRUCTURE

18. 18
WHO WE ARE
Moss Adams is a national leader in assurance, tax,
consulting, risk management, transaction, and
wealth service

19. 19
AFFILIATED COMPANY SERVICES
Moss Adams Wealth Advisors LLC
o Financial Planning
o Asset Management
Moss Adams Capital LLC
o Investment Banking
o Mergers
o Acquisitions

20. 20
FIRM STRUCTURE
Partnership – our leaders and owners
o Executive Committee: Nine Partners who guide the Firm’s future
in addition to the Chairman and President
Firm Headquarters is in Seattle
o Referred to as the National Office
We share many clients and skills between offices
o Regionalizing our offices and continuing to shift emphasis
toward collaboration and cross-selling our value added services

21. 21
SERVICE SPECIALIZATION
ACCOUNTING, ASSURANCE & BUSINESS RISK MANAGEMENT
• Audits
• Reviews
• Employee Benefit Services
• Outsourced Internal Audit
• Construction Project Audits
• Royalty Compliance
• Corporate Sustainability Reporting
• SEC Services
• SOX 404 Compliance
TAX
• Federal, State & Local Tax Compliance
• Federal Tax Planning
• State & Local Tax Strategies
• Cost Segregation
• International Tax Planning
• Income Tax Provision Preparation
• Federal & State Tax Advocacy
• Research Tax Credits & Other Incentives
CONSULTING
• Valuation Services
• Litigation & Forensic Accounting
• Industry Research & Benchmarking
• Strategic Business Planning
• Internal Control Reviews
• Process Reengineering
• Information Technology
INTERNATIONAL FINANCIAL REPORTING STANDARDS
• Impact Assessments
• Detailed Evaluations
• Implementation Support
TRANSACTION SERVICES
• Due Diligence
• Transaction Tax Analysis
• Business Valuations
• IT Integration
WEALTH SERVICES
• Business Financial Planning
• Management Succession
• Ownership Transition
• Estate Planning
• Personal Financial Planning*
• Investment Management*
SPECIALTY
• Investment Banking**
• Mergers & Acquisitions**
• Private Equity Services
* Provided by Moss Adams Wealth Advisors LLC
** Provided by Moss Adams Capital LLC

22. 22
National Office
Moss Adams
Wealth Advisors
(MAWA)
Moss Adams
Capital
(MAC)
Puget Sound
Regional Offices
(PSR)
Health Care
Consulting
(HCCG)
Business Risk
Management and
Control Solutions
(BRMCS)
Tax Specialty
Group (TSG)
Moss Adams
Advisory Services
(MAAS)
Client
Service
Office #31
Operations
Office #31
Offices
Groups &
Locations
Office
Leaders
Real Estate
Office #55
Tacoma
Office #75
Bellingham
Office #10
Everett
Office #25
Seattle
Office #70
Bob Hinton
Mark Thoma
Jeff Green
Consulting
Office #89
State and
Local
Tax
(SALT)
Office #78
Consulting
Office #11
IT
Office #88
Valuations
Office #83
Bus
Consulting &
Rsrch
Office #87
Corporate
Office #54
Tax Special
Service Grp
Office #71
MAC RMP —Tom KrippaehnePSR RMP-
Dave Schilling
Dave Schilling
Wiley
Kitchell &
Jet Wales
Rebecca
Pomering
(CEO)
Chris
Pritchard
Marke
Greene
Curtis
Matthews
Tom
Krippaehne
TAIS/R&D #72

23. 23
INDUSTRY & SERVICE FOCUS
• One of the first accounting firms in the nation to
organize professionals into firm-wide industry groups
• Each group has its own leadership team, strategic plan,
continuing professional education, and service approach
• With this approach we provide our clients with a
superior level of service and tailor to their needs
• Allows our professionals to become subject matter
experts

24. 24
AREAS OF INDUSTRY EXPERTISE
• Aerospace
• Agribusiness
• Apparel
• Automotive & Dealer Services
• Broker-Dealers
• Clean Technology
• Communications & Media
• Construction
• Federal Contracts
• Financial Institutions
• Financial Services
• Food & Beverage
• Forest Products
• Health Care
• Higher Education
• Insurance
• Life Sciences
• Manufacturing & Consumer Products
• Not-for-Profit
• Professional Services
• Real Estate & Hospitality
• Retail
• State & Local Government
• Technology
• Transportation & Logistics
• Tribal & Gaming Services
• Utilities
• Wineries & Vineyards

25. 25
FORUM W

26. 26

27. 27

28. 28

29. 29

30. 30
FORUM W
Where can I find more information?
o Internal: Forum W site on MARVIN under About Us
o External: Forum W site at www.mossadams.com
How can I get involved?
o Contact your Office Champion for more information

31. 31
FIRM STRATEGY & VALUES

32. 32
THE COMPETITIVE EDGE

33. 33
VISION & VALUES
• Fueled by an intense focus on clients and our people,
driven by agility and innovation, Moss Adams will be the
dominant firm in the western United States serving
clients nationally and globally.
• Passion for Excellence
• Integrity
• Lifetime Learning
• Leading by Example
• Accountability
• Respect

34. 34
FOUR CORNERSTONES
CIRCLE OF SUCCESS
The Four Cornerstones represent the most
important aspects of our business.
The Circle of Success represents the result of
a balanced focus that connects the Four
Cornerstones.

35. 35
THE FOUR CORNERSTONES
People
Hiring the best, engaging and retaining,
advancing careers, developing our talent,
building relationships.
Clients
Serving preferred clients, building
relationships, delivering premier client
service.
Safety
Integrity: setting the tone at the top,
developing our talent, ensuring client
acceptance and continuance.
Growth
Keeping our existing clients, doing more for
our existing clients, adding new clients,
taking advantage of our sales training and
tools, making acquisitions and hiring direct
admit partners.

36. 36
THE MOSS ADAMS ADVANTAGE

37. 37
PERFORMANCE MANAGEMENT

38. 38
OVERVIEW
• PILLAR Evaluations
o Semi-Annual Evaluations: May 1st through October 31st and November 1st through
April 30th
o Self Assessment
o Evaluation from Career Advisor based on Consensus Meeting feedback
• Intern Evaluations
• Job Evaluations
• Upstreams
o Once yearly
o Anonymous
• Performance Guidance
o Career Advisor
o You (advisee)
o HR

39. 39
CONSENSUS MEETINGS
• What is a Consensus Meeting?
o A semi-annual meeting that guides the performance management process.
• What happens during a Consensus Meeting?
o Your Career Advisor meets with Human Resources and appropriate
management to gather feedback about your performance
o A performance rating and a singular, consistent message about each
employee’s performance and career is determined during the meeting
• Why are Consensus Meetings conducted?
o They enable your Career Advisor to provide you with a clear and concise
performance review and promote fair, structured ratings across all
employees
o Involves soliciting fact-based opinions on each employee’s performance,
which results in a richer and more accurate set of feedback

40. 40
EVALUATION CRITERIA
• We evaluate performance against a set of three
criteria:
o The Competency Framework
 Core Competencies - necessary knowledge, skills, and behaviors
that must be displayed to succeed as a business professional. Apply
to everyone at the firm.
 Functional Competencies – necessary knowledge, skills, and
behaviors specific to a department or specialty
o Results Measures for level/department
o Our Pillar Values

41. 41
MARVIN
• Rating Scale
• Competency Framework
o Core Competencies
 Core Competencies – apply to everyone in the firm: Engagement or Project
Management, Problem Solving and Analysis, Technology, Safety, Business
Acumen, Communication, Client Service, Leadership
o Functional Competencies

42. 42
BUDDY PROGRAM

43. 43
BUDDY PROGRAM
Your buddy is someone on your team who has been with Moss Adams
long enough to know the systems…
but is still new enough to remember what it was like when they first
started.
You can expect your buddy to provide overall support for you:
• Listen and answer lots of little questions.
• Make frequent contact.
• Introduce you to your Career Advisor during the first week.
• Bring you to meetings, make introductions, and invite you to social
events
• Go to a few lunches together and work in a coffee here and there.
• Assist with technical training by focusing on the application of what
is learned in class.
• Explain CPE

44. 44
POLICIES AND PROCEDURES

45. 45
EMPLOYEE MANUAL
• Our Employee Manual contains details of our
employment policies, including:
o hiring and termination
o employee classification
o compensation and benefits
o leave of absences
o career development
o work environment
o use of technologies
o security and safety

46. 46
POLICIES AND PROCEDURES
• Seattle Complex

47. 47
PAY PERIODS AND TIME ENTRY
• Pay Periods
o Occur on the 15th and last day of every month
o Exceptions – holidays and weekends
• Time Entry
o Entered regardless of status (hourly v. salaried)
o Enter actual hours worked
o Will cover during WebView training

48. 48
PAID TIME OFF & HOLIDAYS
• Paid Time Off (PTO)
o PTO is earned on an accrual
basis
o Maximum accrual is 200
hours
o PTO balance can be viewed
on myINFO
• 8 Paid Holidays
o New Year’s Day
o Memorial Day
o Independence Day
o Labor Day
o Thanksgiving Day
o Day after Thanksgiving
o Christmas Eve
o Christmas Day

49. 49
MARVIN
MARVIN
Our intranet - “Moss Adams Repository of Very Important Information”
Contains pages for administrative groups, office locations, client
services and industry groups
MARVIN Homepage
myINFO
Contains your personal information, current benefits elections, pay and
expense reimbursement stubs, W-2, and Total Rewards Statements

50. 50
QUESTIONS?
o What we’ve talked about today?
o What we didn’t talk about today?
o What you’d like to hear more about?

51. 51
The material appearing in this presentation is for informational purposes only and
should not be construed as advice of any kind, including, without limitation, legal,
accounting, or investment advice. This information is not intended to create, and receipt
does not constitute, a legal relationship, including, but not limited to, an accountant-
client relationship. Although this information may have been prepared by professionals,
it should not be used as a substitute for professional services. If legal, accounting,
investment, or other professional advice is required, the services of a professional
should be sought.

52. 52
New Hire Benefits
Enrollment Overview
October 2014 - September 2015

53. 53
BENEFITS OVERVIEW
• Health
o Medical, pharmacy,
vision, and dental
coverage
o Flexible spending
accounts
• Income Protection
o Short and long-term
disability coverage
o Life/AD&D
o Voluntary AD&D
o Permanent life
insurance
• Work/Life
o Employee Assistance Plan
o Adoption assistance
o Paid parental leave
o Back-up care
o PTO/Holidays
o Leaves of absence
• Retirement
o 401(k) and Profit Sharing

54. 54
WHEN TO ENROLL
Benefit Enrollment Window Effective Date
• Medical
• Vision
• Dental
• Long-term Disability
• Supplemental Life/AD&D
• Voluntary AD&D
• Flexible Spending Accounts
• MetLaw
• Allstate Permanent Life
• First 31 days after hire date
• During annual Benefits Open Enrollment
• Within 31 days of qualifying status change
• First of the month
coinciding with or
following date of hire
• Basic Life
• Employee Assistance Program
• Automatic enrollment
• First of the month
coinciding with or
following date of hire
• Short-term Disability • Automatic enrollment
• After 6 months of
service
• 401(k)
• Automatic enrollment
• 30 day window to change or opt out
• First payroll date
30 days after hire
date
• Bright Horizons Back-up Care • May enroll at anytime
• Once enrollment is
processed

55. 55
HOW TO ENROLL
• Online enrollment system
o Email with instructions on how to enroll will arrive
approximately 2 weeks after your first day (on Fridays)
o Your elections will be effective until September 30, 2015
• If you do not actively waive medical coverage, you will be
defaulted into the Premier medical plan
o Make sure to visit the Moss Adams Online Benefit Center
and actively waive your medical coverage online
• Contact the Moss Adams Benefit Center at (888) 385-5443 for
enrollment assistance or questions

56. 56
CHANGING YOUR BENEFITS
• Annual benefits open enrollment
o Your annual opportunity to change your benefits elections
o Late summer, changes take effect October 1 of each year
• Mid-year changes
o 31 day deadline after a status change to make corresponding
changes to your benefits and submit required documentation
o 31 day deadline after a newborn baby is born to add the
newborn to your health coverage
o Instructions for mid-year changes are on MARVIN or contact
Moss Adams Benefit Center

57. 57
ELIGIBLE DEPENDENTS
• Your legal spouse
• Your qualified domestic partner
o Committed, unmarried relationship
o Same or opposite gender
o Please review Moss Adams domestic partner/same-sex
spouse policy on MARVIN for tax implications
• Your children
o Natural, foster, adopted, step, or children of domestic
partner
o Under age 26 for medical/vision, dental & life and AD&D

58. 58
HEALTH COVERAGE DEFINITIONS
• Premium: Rate charged to cover costs of benefits
• Co-Payment or Co-Pay: Flat amount paid per visit or prescription
• Deductible: Annual amount paid for services prior to receiving
co-insurance benefit
o For HSA plans, deductibles are based on the coverage level
o For Premier plan, deductibles are based on the individual
• Coinsurance: Once the deductible is reached, employee and Moss
Adams split costs on a defined percentage basis
• Out-of-pocket maximum: Once an employee has reached this
annual amount, any further eligible costs for the plan year are
covered 100%

59. 59
MEDICAL PLAN CHOICES - AETNA
• Health Savings Account (HSA) plan I or II:
o Combination of high-deductible plan and tax-advantaged
savings account for health expenses
o Moss Adams contributes $1,000* for employee only
coverage and $2,000* for employee plus one or more
coverage
• Premier plan:
o A traditional plan with a $500 deductible
o Preferred Provider Organization
*Employees only, all amounts are prorated based on hire date
On all plans you can
visit any doctor, including
your Primary Care
Physician.
Pay less when visiting
network providers and
self refer to specialists

60. 60
BENEFITS THAT FIT YOU: DO THE MATH
• Review the medical plan options
• Use the Planwise comparison tool
o Available on the Moss Adams Online Benefit
Center during your new hire enrollment window
• Estimate your out-of-pocket expenses
• Review claims and expenses from prior year
• Think about an HSA or Flexible Spending Account

61. 61
WHAT’S A HEALTH SAVINGS ACCOUNT?
• Two parts: Health Savings Account + medical plan with high
deductible
o HSA account and/or out-of-pocket funds pay for your day-to-day health costs
o If your costs reach the deductible, insurance coverage begins
• All care except preventive care is subject to the deductible
o Including doctor’s office visits, prescriptions, and all other medical care
o Network providers discount their costs to negotiated rates, saving you money
• Designed to give you incentives to use health care services wisely
and to give you greater control over how your health care dollars
are spent
• May be used as a long-term strategy to save money for future
medical expenses
o When you retire, use HSA funds to buy health care insurance, pay out-of-pocket
health costs, or fund your living expenses.

62. 62
HOW DOES AN HSA WORK?
• HSA tax savings “triple play”
o Funded by Moss Adams and employee with pre-tax dollars
o Earns interest tax free
o Not taxed when funds are used to pay medical expenses
• Account balance rolls over year to year
o Even after leaving Moss Adams
o Not “use it or lose it”
• Your HSA contribution and Moss Adams contribution combined can be up
to $3,350 (individual) or $6,650 (family) total for the 2015 tax year
• You can change your HSA contribution amount anytime during the year, for
any reason
• Preventive care visits are covered at 100%, no deductible or annual limit

63. 63
HSA ELIGIBILITY
• Special IRS rules may impact your HSA eligibility
• To enroll, you cannot be…
o Enrolled in other health coverage (through Spouse/
Domestic Partner)
o Enrolled in Medicare
o Claimed on another’s tax return as their dependent
o Enrolled in a health care FSA, including through your
spouse (except for a limited purpose FSA)

64. 64
HSA I & HSA II – SUMMING IT UP
• Save money by paying the lowest premiums of all
medical plans, and receiving a Moss Adams prorated
contribution of $1,000 or $2,000 to your HSA
• Keep saving – and investing for the future by “banking”
contributions over time and into retirement if your costs
are low
• 0% coinsurance on the HSA II plan for services received
in Aetna’s network is the “Safety net” providing security
and limiting your costs
• “Do the math” to see if the plan is the right plan for you

65. 65
MEDICAL PLAN HIGHLIGHTS
Plan
Highlights
Premier Plan HSA I Plan HSA II Plan
In-Network Out-of-Network In-Network Out-of-Network In-Network Out-of-Network
Provider Network
Aetna Choice POS II Open Access
and Out-of-Network providers
Aetna Choice POS II Open Access
and Out-of-Network providers
Aetna Choice POS II Open Access
and Out-of-Network providers
Preventive Care Covered at 100% Covered at 100% Covered at 100%
Annual Deductible
$500 Individual
$1,000 Family
$1,000 Individual
$2,000 Family
$2,000 Individual
$4,000 Family
$2,000 Individual
$4,000 Family
Annual Firm
Contribution
N/A
$1,000 Individual
$2,000 Family
$1,000 Individual
$2,000 Family
Coinsurance 10% 30% 20% 40% 0% 40%
Annual Out-of-
Pocket Maximum
(Includes
Deductible)
$2,000
Individual
$5,000 Family
$2,000 Individual
$6,000 Family
$5,100 Individual
$10,200 Family (1 or more
dependents)
$4,000 Individual
$8,000 Family (1 or more
dependents)
Lifetime Maximum Unlimited Unlimited Unlimited Unlimited

66. 66
PRESCRIPTION DRUG COVERAGE
Prescription
Drugs/Rx
Premier Plan HSA I Plan HSA II Plan
In-Network Out-of-Network In-Network
Out-of-
Network
In-Network
Out-of-
Network
Pharmacy: 30 day
supply
-Generic
- Preferred brand
-Non-preferred
band
-Preventive drugs
$15 copay
$25 copay
$40 copay
Regular copay
applies
Covered in-
network only
Subject to
deductible then
10% coinsurance
20% coinsurance
30% coinsurance
Deductible waived
Covered in-
network only
Subject to
deductible then
covered in full
Deductible waived
Covered in-
network only
Mail Order: 90 day
supply
-Generic
- Preferred brand
-Non-preferred
brand
-Preventive drugs
$30 copay
$50 copay
$80 copay
Regular copay
applies
Covered in-
network only
Subject to
deductible then
10% coinsurance
20% coinsurance
30% coinsurance
Deductible waived
Covered in-
network only
Subject to
deductible then
covered in full
Deductible waived
Covered in-
network only

67. 67
OTHER TYPES OF COVERED CARE
• Other types of covered care include:
o Urgent care
o Emergency room care
o Mental health/substance abuse
o Alternative care (massage therapy, acupuncture, naturopathic
care, chiropractic)
o Authorization/referrals may be required for some care
• See plan summaries, plan comparison and detailed plan
documents on MARVIN for more information and
coverage details

68. 68
AETNA NAVIGATOR WEBSITE
• Visit www.aetna.com to enroll and view
information:
o Verifying if your doctor is in-network
o Estimating cost-of-care before you visit the doctor
o Printing temporary ID cards
o Completing health assessments
o Accessing wellness information
o Viewing our summary plan documents
• Helpful Tip: If you don’t have your Aetna ID yet, you can
enroll using your social security number

69. 69
VISION COVERAGE - VSP
• Our plan covers:
o Eye exam every 12 months
 $20 co-pay from a VSP provider
 Up to $55 reimbursement from an out-of-network provider
o $250 hardware allowance for lenses and frames every
24 months – can be used at any provider
o $250 per eye laser eye surgery benefit
• Vision premiums are included in your medical
rates

70. 70
DENTAL COVERAGE – DELTA DENTAL
Plan Preferred PPO Dentist Premier Network Dentist Nonparticipating Dentist
Preventive Care Covered in full 20%
20% of usual, customary and
reasonable fee (UCR)
Routine Care 20% 20% 20% of UCR fee
Major Services 50% 50% 50% of UCR fee
Orthodontia 50% 50% 50% of UCR fee
Balance Billing No No Yes
Deductible $0
$50 individual/$100 family for
routine and major services
$50 individual/$100 family for
routine and major services
Maximums
$1,750 maximum benefit per person per plan year (10/1-9/30)
$2,500 maximum lifetime benefit per person for orthodontia (child or adult)

71. 71
TIPS FOR YOUR DENTAL COVERAGE
• Your dentist can verify your coverage with Delta
Dental (a.k.a. Delta Dental of Washington)
regardless of your office/home location
• Pre-determination of benefits recommended for
restorative and major services
• Timely filing of treatment plan is required for
orthodontia
• Print your dental card and look up providers at
www.deltadental.com

72. 72
EMPLOYEE LIFE/AD&D INSURANCE
• CIGNA is our life and accidental death &
dismemberment (AD&D) insurance carrier
• $50,000 basic life firm-paid policy
o Moss Adams automatically enrolls you
• Voluntary supplemental coverage – employee paid
o Employee supplemental life insurance & AD&D coverage
(a combined benefit)
o Only chance to enroll without evidence of insurability
o Up to $500,000 maximum
o Up to $250,000 without medical approval from CIGNA

73. 73
SUPPLEMENTAL DEPENDENT LIFE
INSURANCE
• Spouse/domestic partner supplemental life
insurance – employee paid
o Cannot exceed 100% of employee’s coverage
o Maximum benefit is $100,000
o Up to $50,000 without medical approval from CIGNA
• Child life insurance – employee paid
o Cannot exceed 100% of employee’s coverage
o Maximum benefit is $10,000

74. 74
VOLUNTARY AD&D
• Supplemental coverage – you pay 100%
• Accidental death or certain serious injuries
• Your coverage
o Up to $300,000
• Spouse/Domestic Partner
o Up to 100% of employee coverage
• Child/children
o 10% total of employee coverage, maximum $10,000

75. 75
SHORT-TERM DISABILITY (STD)
• Coverage for medical disability up to 90 days,
dependent on physician’s diagnosis
• After a 1 week waiting period, you will be eligible for
up to:
• 100% of pre-disability pay up to 6 weeks
• 66.6% of pre-disability pay for additional 6 weeks
• Automatically enrolled at no cost to you
• Eligible after 6 months of employment

76. 76
LONG-TERM DISABILITY (LTD) - CIGNA
• Income replacement if you become unable to work for a
period greater than 90 days
• You pay for cost for coverage with post-tax premiums
• Only chance to enroll without evidence of insurability
• Eligible on the first of the month after hire
• 1 year pre-existing condition limitation
• 90 day waiting period
• 60% of monthly base pay
o $15,000 monthly maximum

77. 77
FLEXIBLE SPENDING ACCOUNTS
• Set aside pretax pay for qualified expenses and submit claims
• Health Care Flexible Spending Account (HCFSA):
• For health care expenses for you and eligible family members
• Must be enrolled in the Premier Plan to use
• Up to $2,500
• Limited Purpose Flexible Spending Account (LFSA):
• Dental and Vision Expenses Only
• For individuals who have an HSA plan
• Up to $2,500
• Dependant Care Flexible Account (DCFSA):
• For eligible childcare and eldercare expenses
• Can be enrolled in Premier of HSA plans
• Up to $5,000

78. 78
FLEXIBLE SPENDING ACCOUNTS
• “Use it or lose it” - must use all funds by end of plan
year (short grace period) or forfeit remainder
• Elections start from paycheck following 1st of the
month on or following start date, and run through
September 30th each year (end of plan year)
• Claim forms and list of eligible expenses available
through Moss Adams Benefit Center
• Debit card for health care expenses for ease of use
• Direct Deposit for claim reimbursement is
encouraged
• Only drugs that require a prescription will covered
by health care FSA funds

79. 79
EMPLOYEE ASSISTANCE PROGRAM
Work/Life Resources
Articles/information on daily life issues, such as
marriage/relationship issues, depression, anxiety,
work challenges, substance abuse, parenting
questions or any other personal issues
Locate childcare and eldercare providers
Counseling Sessions
Unlimited phone consultations
Up to 5 face-to-face visits per year, per issue
You and family members who live with you are
eligible
Financial Resources
Assistance with budgeting, retirement planning,
spending, debt management and more
Legal Resources
Up to 30 minutes free consultation, per year
25% discount on additional, usual fees
Please visit the EAP page on MARVIN for more information

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FAMILY FRIENDLY BENEFITS
• Backup and Emergency Care
o Backup and emergency care through Bright Horizons
o Each employee receives up to 10 visits per calendar year
o Care assistance can be any age
o Center-based care costs $15 per child or $25 per family per visit. In-
home costs $25 per day
• Adoption Assistance
o Up to $5,000 per child for qualified expenses or up to $6,000 for a
child with special needs
• Parental Leave
o Four weeks of salary paid at 100% for the primary caregiver; or
o Two weeks of salary paid at 100% for the non-primary

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ADDITIONAL VOLUNTARY BENEFITS
• MetLaw Legal Benefit
o Provides representation for many personal legal services for you
and your eligible dependents
o Monthly premium of $18
o For a list of services, visit www.legalplans.com, or call MetLaw at
(800) 821-6400
• Allstate permanent life insurance
• Portable plan so that you can keep it if you leave Moss Adams
• Can enroll by calling Allstate

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TIME OFF TO RE-CHARGE
• Paid Time Off
o PTO time can be used for vacation, personal time, school events,
sick leave, or to care for an ill member of your family
o Maximum PTO bank of 200 hours
o Check your balance on your pay stub via MyInfo
• Observed holidays
Typical Holidays Each Year
New Year’s Day Labor Day
Memorial Day Thanksgiving and day following
Independence Day Christmas and the day prior or
following

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LEAVES OF ABSENCE
• Policies can be found in the employee manual
and on the Leave of Absence page on MARVIN
• For leave questions, please contact your
HR/Office Manager or leave@mossadams.com
Types of Leaves
Medical Paid Parental Leave
Military Family Member’s Medical
Jury Duty Personal

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401(K) AND PROFIT-SHARING
• Set aside pre-tax dollars today to save for retirement
• Administered by T. Rowe Price
• Automatic enrollment of 3% invested in a T. Rowe Price target
retirement date fund
o 30 day window with which to change your contribution or investment
election or opt out
o Deduction begins with the first paycheck you receive 30 days after your
hire date
• Many funds available and contribution amounts and investments
can be changed anytime
• Contact T. Rowe Price with questions

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401(K) AND PROFIT-SHARING
• The Profit Sharing Plan is a way for you to participate in the success
of the firm
• On the first January 1 or July 1 after completing two years of service
you are eligible for the Moss Adams profit sharing contribution
• Contributions and the level of contributions are discretionary
o The firm has historically contributed 3% of eligible compensation up to the
current FICA limit ($113,700), and 6% of eligible compensation exceeding that
limit, up to $255,000.
• Individuals who are employed on December 31 of the calendar year
are eligible for this contribution which is typically made within the
first few weeks of the following calendar year
• You are fully vested in the firm’s contribution when it is made

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MOSS ADAMS BENEFIT CENTER
• Your resource for enrolling in benefits, making benefits
changes and addressing questions
o Access online through MyInfo on MARVIN
 Enroll in benefits as a new hire and make mid-year status changes
 Plan comparison tool to help select the best health plan for you and
your family
 View your benefits summary anytime after enrollment
o Call for assistance at (888) 385-5443
 Help with enrollment, eligibility and general benefit questions
 Moss Adams Benefit Center website support

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BENEFITS INFORMATION ON MARVIN
• To access benefits information visit:
o MARVIN, People Matters, Benefits
• MARVIN contains:
o Rate sheets containing premium costs for all benefits
o Links and contact information for all the benefit carriers
o Summaries and details for all benefits
o Instructions for making mid-year benefits changes, replacing
insurance cards
o And more!

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NEXT STEPS – ENROLLING IN BENEFITS
• Welcome email in approximately 2 weeks grants you access to
enrollment system (sent on Fridays only)
• If you do not actively waive medical coverage, you will be defaulted
into the Premier medical plan
o Make sure to visit the Moss Adams Online Benefit Center and actively
waive your medical coverage online
• If you do not receive your welcome email in 2 weeks, email
benefits@mossadams.com for assistance
• If you need enrollment assistance, call the Moss Adams Benefit
Center: (888) 385-5443
• Be sure to choose your benefits and enroll within 31 days of start
date

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AFTER YOU ENROLL
• Benefits effective date
o Most benefits effective on the 1st of the month on or following
your start date
• Verify that your benefits are correct
o Check your benefits summary on the Moss Adams Benefit Center
o Check the premiums in your first pay check after your benefits
are in effect
o Contact the Moss Adams Benefit Center promptly if you see
discrepancies
• ID Cards
o Aetna cards mailed to your home in 2-3 weeks
o Temporary Aetna cards can be printed online
o Dental and vision cards are printed online only

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AFTER YOU ENROLL
• Evidence of Insurability
o If you chose over $50,000 of life coverage for your spouse/domestic
partner or $250,000 for yourself, you will receive a form to fill out in
the mail and return to CIGNA
o Until approval, amounts that are pending will not be in effect nor will
you be charged premiums
• HSA set-up
o If you selected HSA I or HSA II, Aetna will automatically open your
account at Chase bank
• Direct deposit sign-up for FSA
o Get faster claims reimbursement with direct deposit if you enrolled in
health care and/or dependent care FSA
o Go to Moss Adams Benefit Center and click on SHPS FSA Link to access
your account and set up direct deposit

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QUESTIONS?
• Contact the Moss Adams Benefit Center at (888)
385-5443 for help with your benefit enrollment,
status change questions & FSA questions
• For general questions please contact:
o Your HR/Office Manager
o Benefits@mossadams.com
• Thank you!