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

Management And Professional Workers In Discussion With Paperwork

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

Male Doctor Checking Senior Female Patient And Smiling

Implications of Coming Medicare Part D Changes for Retiree Health Plans

Join us for a webinar on the Inflation Reduction Act’s coming Medicare Part D changes and the 2025 impact on retiree health plan sponsors with EGWPs.
Senior Woman Working From Home Using Laptop

A Return to Retirement Income Plans?

We share four factors that may help drive decision-making for plan sponsors are interested in considering a defined benefit retirement plan.
Two Coworkers Having A Discussion

Multiemployer Pension Plan News for Q1 2024

Multiemployer retirement plan sponsors: Catch up on five hot topics in the Q1 issue of Currents, our quarterly recap of news.

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.