2025 is peering around the corner. As a result, we wanted you to be aware of the 1st Quarter’s ERISA Reporting and Disclosure deadlines. Please note that this listing is not all-inclusive. Each Plan Sponsor’s unique attributes could require other disclosures or due dates.
1 Optional is defined as the following: The item is not required by a specific date from an ERISA or DOL mandate. It is instead encouraged to help manage compliance requirements overall.
If you have any questions or need to discuss, feel free to contact Ann McAdam at amcadam@wrangle5500.com.