Sibson Consulting's 2008 Reporting & Disclosure Calendar for Benefit Plans summarizes compliance requirements for qualified, single employer benefit plans. To see a brief description of each requirement and information about such details as the plan(s) affected, filing requirements and due dates, click on any item listed below.
An easy-to-print PDF version of the 2008 Reporting & Disclosure Calendar for Benefit Plans is also available on this Web site by clicking here.
A paper version of the 2008 Reporting & Disclosure Calendar for Benefit Plans is also available. The content is identical to these online resources, but is presented differently. To request that poster-size publication, please click here.
*As regulations are released, Sibson Consulting will update the two online versions of this Reporting & Disclosure Calendar for Benefit Plans (http://www.sibson.com/publications/r&dcalendar/2008.pdf and http://www.sibson.com/publications/r&dcalendar/2008.html), as needed.
This Reporting & Disclosure Calendar for Benefit Plans, which was published in November 2007, is intended to indicate general reporting and disclosure requirements applicable to employee
pension and welfare benefit plans on an annual basis. It does not cover all special requirements
that may apply in a particular year due to an extraordinary event (e.g., plan termination or
benefit cutbacks) or that may apply only to a particular class of participants (e.g., highly
compensated employees or nonresident aliens). As with all matters involving legal interpretation,
clients should rely on their attorneys for legal advice on questions of specific application to
their plans.
