Distribute Summary Annual Reports (SARs)
Distribute to participants, COBRA beneficiaries and alternate recipients under QMCSOs within 9 months after close of the plan year or 2 months after the plan's extended 5500 deadline. SAR requirement […]
Distribute to participants, COBRA beneficiaries and alternate recipients under QMCSOs within 9 months after close of the plan year or 2 months after the plan's extended 5500 deadline. SAR requirement […]
Only applies to employers that sponsor individual coverage health reimbursement arrangements (ICHRAs) Due at least 90 days before the beginning of the plan year. Notice must include specific information about […]
Provide to employees, retirees and dependents enrolled in or eligible for Medicare and also enrolled (or seeking enrollment) in the employer's group plan. The Notices are good for the next […]
If Form 5558 was submitted to the IRS seeking an extension of the deadline to submit Form 5500, filing of Form 5500 is now required. Does not apply to governmental […]
ACA Exchange open enrollment generally begins November 1.
If an extension was filed for Form 5500, a Summary Annual Report needs to be distributed to employees at this time. Does not apply to governmental plans (state and local). […]
The WHCRA notice is distributed at initial enrollment, and then annually, prior to each plan year, to participants (and to beneficiaries whose last-known address is different from the last-known address […]
The CHIP notice must be provided before the first day of the plan year. The CHIP notice must be separate, but may be provided with other open enrollment materials or […]
The Gag Clause Prohibition Compliance Attestation must be submitted annually to the Departments of Labor, Health & Human Services, and the Treasury by December 31 of each year. More information […]
Only applies to self-funded governmental (state and local) health plans. Opt-out available for Mental Health Parity Act, Newborns and Mothers Health Protection Act, Women's Health and Cancer Rights Act, and […]