As retirement plan administrators we are here 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 temporary COVID-19 related changes and reminders in an appendix. The due dates indicated in this guide are accurate but do not reflect any temporary extensions issued in response to the pandemic.