Compliance News | December 18, 2025

Reporting and Disclosure Guide for Benefit Plans 2026

Sponsors of benefit plans subject to ERISA face a maze of federal reporting and disclosure deadlines. Missing one can mean costly penalties or unwanted audits.

That’s why our 2026 Reporting and Disclosure Guide for Benefit Plans is an essential resource for plan sponsors. It’s a comprehensive, time-saving guide designed to help you stay ahead and avoid compliance headaches.

Why download?

Our Reporting and Disclosure Guide for Benefit Plans is:

An all-in-one compliance roadmap. Instantly see what’s required, when and for which plan types — health and welfare plans, retirement plans, DB and DC retirement plans and more.
Easy to use. It’s organized by plan type, not agency, so you find what matters fast.
Popular and indispensable. Each year, plan sponsors rely on this guide to keep their plans on track and their teams prepared.
Protection for your organization. Avoid litigation and be ready for government audits with clear, actionable guidance.

Get the Guide

What’s in the guide?

Key dates and requirements for 2026
Practical tips for staying compliant
Direct answers to your toughest reporting questions
Coverage of all major federal agencies:
- Department of Labor
- Centers for Medicare & Medicaid Services
- Internal Revenue Service
- Pension Benefit Guaranty Corporation

Ready to simplify compliance?

Download your copy now and join the thousands of plan sponsors who make this guide their go-to resource every year.

Have questions about compliance with reporting and disclosure requirements?

We have answers.

Get in Touch

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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.