Throughout the year, we will post a blog on the upcoming deadlines to track for the following quarter that pertains to ERISA Reporting and Disclosure. This blog is to cover those that are fast approaching from October through December. Please note that this listing is not all-inclusive. Each Plan Sponsor’s unique attributes could require other disclosures or due dates.
There are many self-audit checklists; unfortunately, there is yet to be one that is all-inclusive. What would be most beneficial is to use the listing that the DOL included in an audit letter. Below is the section that pertains to the reporting and disclosure section:
If you have any questions or need to discuss, feel free to contact Ann McAdam at amcadam@wrangle5500.com.