Offered for both multiemployer and single-employer benefit plans, the Segal Group has published a set of calendars that summarize annual compliance requirements and disclosure obligations necessary for health and retirement plan sponsors to know.
The 2017 “Reporting & Disclosure Calendars” lists requirements and disclosures created by several government agencies, including the Department of Labor (DOL); the Internal Revenue Service (IRS); and the Pension Benefit Guaranty Corporation (PBGC), among others.
“The laws and regulations involving benefit plans require thorough understanding and accurate interpretation,” says Kathryn Bakich, National Health Compliance practice leader. “Our calendars provide plan sponsors with a reference guide for their relevant reporting and disclosure requirements.”
Both calendars are available online, and can be viewed in a webpage, app, or PDF. The calendar for multiemployer plans can be found here, while the calendar for single employer plans can be found here.