plan administration

2023 Employee Benefits Reporting and Disclosure Calendars

Jenny Gartman, CEBS
 

Plan sponsors and administrators are encouraged to reference these comprehensive calendars to stay on track in 2023. Health and Retirement Plans Subject to ERISA (Includes Multiemployer Plans) Health and Welfare Plans New deadlines in 2023 are: Retirement Plans Defined Contribution Defined Benefit […]

DOL Gives Leeway in Participant-Level Plan Disclosure Due Dates

Lois Gleason, CEBS
 

About Lois Mathis-Gleason, CEBS Manager, Reference/Research Services at the International Foundation Defined contribution pension plan administrators now have a two-month grace period for issuing annual participant-level plan disclosures. The term “at least annually thereafter” now means “at least once in any 14-month […]