Archived Insight | December 17, 2019

2020 Reporting and Disclosure Guide

Our annual guide to compliance requirements for sponsors of health and retirement plans will help keep everyone on the same page when it comes to benefits.

This is a comprehensive compendium of nearly every compliance deadline and requirement for 2020, covering which reporting and disclosure requirements apply to both defined benefit and defined contribution retirement plans, as well as health plans. 

2020 Compliance Calendar Guide

Download the guide for benefit plans

Get the 2020 Reporting & Disclosure Guide for Benefit Plans. It covers single-employer benefit plans in the private sector.

Get the Guide

Download the guide for multiemployer plans

Get the 2020 Reporting & Disclosure Guide for Multiemployer Plans now.

Get the Guide

Questions about the guide?

The 2020 Reporting and Disclosure Guide has you covered for the year.

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About the guides

Our two guides, the Reporting & Disclosure Guide for Multiemployer Plans and the Reporting and Disclosure Guide for Benefit Plans, cover similar requirements.

Both include information on:

  • What you need to process a pension benefit application,
  • What you must give to your people upon their enrollment in health coverage
  • What you need to process a termination of employment,
  • What documents relate to plan amendments, and
  • How to enroll your employees in a defined benefit retirement plan or a 401(k).

The guide breaks down major compliance requirements in an easy-to-navigate format that allows you to access the information you need quickly.

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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.

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Social Security Administration Updates Form SSA-1945

Public sector employers and pension plans that don’t participate in Social Security should send the updated Form SSA-1945 to new hires to sign before

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Executive Order Targets Better Healthcare Price Transparency

Sponsors of group health plans should ensure plans comply with existing transparency requirements. New enforcement actions are likely.

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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.