Archived Insight | 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.

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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.

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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.