Segal’s annual Reporting & Disclosure Calendar summarizes 70 individual compliance requirements for sponsors of health and retirement plans.
Our 2019 calendar covers:
Each listing includes a brief description as well as the relevant legal citation(s).
Plus, the calendar provides links to the many helpful resources — including sample reports and notices — listed throughout.
You can also request a poster-sized printed calendar for benefit plans.
Individual requirements are broken down as follows:
The calendar also groups joint DOL and IRS requirements.
Here are some of the compliance issues confronting health and retirement plan sponsors in 2019:
It pays to view required disclosures not as a chore, but as an opportunity to promote value and foster engagement. Summary Plan Descriptions, Summaries of Material Modifications and other required communications can help plans tell their story. They can also help participants understand and appreciate the benefits available to them.
If you need help interpreting or implementing any requirements, get in touch.
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