Compliance News | December 16, 2022

Reporting & Disclosure Guide for Benefit Plans 2023

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  prepared if you face a government audit.

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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

What’s new for 2023?

The 2023 Reporting and Disclosure Guide for Benefit Plans guide features an annual statement of compliance for plans that receive special financial assistance.

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.

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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.

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