Compliance News | December 15, 2023

Reporting and Disclosure Guide for Benefit Plans 2024

Sponsors of benefit plans that are subject to ERISA need to ensure they comply with all applicable reporting and disclosure requirements of these federal agencies:

  • Department of Labor
  • Internal Revenue Service
  • Pension Benefit Guaranty Corporation
  • Centers for Medicare & Medicaid Services

Our guide will help you keep on top of your plan’s paperwork so you can meet the federal requirements and avoid potentially costly litigation for failure to provide required notices. In addition, it will help you prepare if you face a government audit.

Get the Guide

2024 Reporting Disclosure Guide

What’s in the guide?

The guide is organized by plan type, regardless of agency:

  • All plans
  • Health and welfare plans
  • All retirement plans
  • DB retirement plans
  • DC retirement plans

Is this resource relevant for public sector plan sponsors?

Although this guide is intended for private sector plan sponsors and the information about compliance requirements for retirement plans is only relevant to them, the information about compliance requirements for group health and welfare plans is relevant to sponsors of public sector health and welfare plans.

Have questions about compliance with reporting and disclosure requirements?

We have answers.

Get in Touch

See other insights

Young Woman Reading A Document At Home

New Model Annual Funding Notices and Companion DOL Guidance

The DOL issued new model annual funding notices (AFNs) for single-employer and multiemployer DB plans, which include changes made by SECURE 2.0.

Compliance, Retirement, Multiemployer Plans, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

Read Full Insight

Mature Businessman Brainstorming Notes On A Glass Wall In An Office

Q2 2025 Trends Focus: Cognitive Health in the Workplace

Mitigating the impact of dementia on your workforce: Our Q2 2025 Trends has 7 strategies to help plan sponsors address cognitive health.

Health, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate

Read Full Insight

Coworkers In A Meeting

Multiemployer Pension Plan News for Q1 2025

Multiemployer retirement plan sponsors: Get caught up on 5 important topics in our recap of first quarter news impacting multiemployer pension plans.

Retirement, Multiemployer Plans

Read Full Insight

This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.