Archived Insight | February 1, 2022
Sponsors of health, welfare and retirement benefit plans that are subject to ERISA need to ensure they comply with all reporting and disclosure requirements. Our guide will help you keep on top of your plan’s paperwork and avoid a painful government audit.
The guide is organized by the requirements and deadlines of the plan type to which they apply, regardless of agency. We've broken it down to the following sections:
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Additionally, some of these sections contain smaller subsections to help sponsor further refine what requirements apply to their plans.
The 2022 Reporting and Disclosure Guide for Benefit Plans includes a new section on compliance with the No Surprises Act.
For information about that significant law, refer to our January 14, 2021, July 14, 2021, August 23, 2021 and November 9, 2021 insights and listen to recordings of our February 16, 2021 and July 27, 2021 and November 11, 2021 webinars.
Also new this year is information about DC retirement plan lifetime income illustrations.
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.
The 2022 Reporting and Disclosure Guide has you covered for the year.
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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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