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.

Ask a Question

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.

See more insights

Senior Woman Using Digital Tablet While Lying On Couch At Home

DOL Proposes Changes to Benefit Statement Delivery Rules

The DOL proposed updates on when benefit statements must be delivered on paper vs. electronically. See key considerations for DC and DB plan sponsors.

Retirement, Compliance, Multiemployer Plans, Healthcare Industry, Higher Education, Corporate, Communications

Read Full Insight

Young Couple Looking Concerned While Going Through Their Paperwork Together At Home

HHS Updates Model HIPAA Privacy Notices and Complaint Portal

What plan sponsors should review now, including updated notice language, SUD confidentiality protections and the revised complaint filing process.

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

Read Full Insight

Asia Female Pharmacist Using Digital Tablet While Taking Inventory

New Requirements for PBM Reporting and Fee Disclosures

The Consolidated Appropriations Act of 2026 makes significant reforms to pharmacy benefit manager practices. See the impact on health plan sponsors.

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

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.

Don't miss out. Join 16,000 others who already get the latest insights from Segal.