2020 Reporting and Disclosure Guide

Our annual guide to compliance requirements for sponsors of health and retirement plans will help keep everyone on the same page when it comes to benefits.

This comprehensive compendium of nearly every compliance deadline and requirement for 2020 provides the answers to some of your most  compliance questions. 

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What's in the Guide?

The Reporting and Disclosure Guide covers which reporting reporting and disclosure requirements apply to both defined benefit and defined contribution retirement plans, as well as health plans. 

There is also information on topics like: 

  • What you need to process a pension benefit application,
  • What you must give toy our people upon their enrollment in health coverage,
  • What you need to process a termination of employment,
  • What documents relate to plan amendments, and
  • How to enroll your employees in a defined benefit retirement plan or a 401(k).

The guide breaks down major compliance requirements in an easy-to-navigate format that allows you to access the information you need quickly.

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