Compliance News | December 12, 2024

Reporting and Disclosure Guide for Benefit Plans 2025

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
Centers for Medicare & Medicaid Services
Internal Revenue Service
Pension Benefit Guaranty Corporation

Our 2025 Reporting and Disclosure Guide for Benefit Plans 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

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

Have questions about compliance with reporting and disclosure requirements?

We have answers.

Get in Touch

See other insights

ConnectivITy: Bridging Ideas. Bolstering Innovation. Building Connections.

Take your health and pension plan operations and IT to the next level and learn about the challenges facing benefit organizations today.

Technology, ATC, Benefits Technology, Multiemployer Plans

African American Businessman Smiling While Analyzing Graphs On Laptop

Model Pension Plan's Funded Status Jumps by 7 Points

In Q2 2025, the funded status of our model private sector single-employer pension plan rose 7 points to 105%. Learn why in the latest Prism.

Retirement, Corporate, Investment

Read Full Insight

Two Business People Discussing Technology Looking At A Laptop In Office

Selecting the Right AI Vendor for Your Organization

Whether you’re starting to explore AI or refining your vendor selection process, our practical roadmap helps you make a smart, future-ready choice.

Technology, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Consulting Innovation, Corporate, Benefits Technology, ATC

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.