Archived Insight | December 16, 2022
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:
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 prepared if you face a government audit.
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The guide is organized by plan type, regardless of agency:
The 2023 Reporting and Disclosure Guide for Benefit Plans guide features an annual statement of compliance for plans that receive special financial assistance.
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.
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Compliance, Retirement, Health
Compliance, Retirement, Health
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.
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