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Report: 2020 Reporting and Disclosure Guide: Retirement and Welfare Benefit Plans

Report: 2020 Reporting and Disclosure Guide: Retirement and Welfare Benefit Plans

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To help you meet your employee benefit reporting and disclosure (R&D) obligations, download the latest edition of our reporting and disclosure guide for retirement and welfare benefit plans.

The guide includes:

  • A summary of major ERISA R&D requirements to help you meet your compliance obligations
  • Up-to-date information on required notices for health, welfare, wellness, and defined benefit and defined contribution retirement plans
  • The latest associated penalties for noncompliance

We’ve also included information on the temporary extensions issued in response to the pandemic in an Appendix. The due dates indicated in this guide are accurate but do not reflect those temporary extensions.



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