Compliance News | January 6, 2021

Reporting and Disclosure Guide for Benefit Plans 2021

It’s not easy to make sure your health, welfare and retirement benefit plans meet all of their compliance deadlines and other requirements. Our guide, which is for plans subject to ERISA, will help you keep on top of your plan’s paperwork and avoid a painful government audit.

What’s new in this year’s guide and how it helps you

In previous years, we organized our guide by federal agency so you could see what each agency requires from plan sponsors. However, this meant a plan sponsor for a DB retirement plan (for example) would have to look at each agency's list of requirements to compile a list that applied to their specific plan.

This year, we've made the guide more friendly to the end user by organizing the requirements and deadlines by the plan type to which they apply, regardless of agency. We've broken it down to the following sections:

  • All plans
  • Health and welfare plans
  • All retirement plans
  • DB retirement plans
  • DC retirement plans

Additionally, some of these sections contain smaller subsections that help the sponsor further refine what requirements apply to their plan.

Get the Guide

Mature Black Man Thinking And Planning

The information you provide will not be shared with anyone outside Segal.

Questions about the guide?

We're here to provide answers.

Speak to An Expert

See other insights

ATC IT Summit 2022

Navigating the New Normal

Attending the IT Summit will help inspire new ideas, reveal new strategies, enhance your knowledge and boost your professional skills. Register today.
US Supreme Court Washington DC

Roe Overturned: What Employers & Plan Sponsors Need to Know

Learn more about how the Court’s decision impacts employers and plan sponsors.
Young African American Businesswoman At The Office With Her Phone

The New Workplace Expectations: An Employer's Guide

Get the definitive guide to navigating the new workplace.

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.