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 Standards for Mental Health Parity Under the Final MHPAEA Rules

Please join our webinar on Tuesday, November 19 from 1 pm–2 pm ET to learn specifics behind the final rules and what they mean for your health plan.

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

Register for the Webinar

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Proposed Rules Would Expand ACA Contraceptive Mandate

The Departments are soliciting comments on proposed rules that expand access to coverage of recommended preventive services without cost-sharing.

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

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DOL Guidance on Cybersecurity Extended to Health Plans

The DOL extended application of three pieces of guidance on reducing cybersecurity risks in ERISA retirement plans to cover all employee benefit plans

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

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.