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Welfare and Pension Reports
National Summary
What do employers need to consider regarding benefits recordkeeping and disclosures? The Employee Retirement Income Security Act (ERISA) provides extensive reporting and disclosure and other administrative requirements for employee benefit plans. The law and regulations also provide for numerous exemptions from the various requirements.
Additional disclosure requirements apply to health plans. The Affordable Care Act (ACA) added many additional reporting, disclosure, and notice requirements for health plans and insurers, including additional internal and external appeal requirements for health insurers and group health plans.
Since then, new laws on health and retirement benefits have continued to add to plan sponsors’ disclosure obligations.
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TypeTitleDateState
159624index.aspxQuestions & Answers Is there an expansion of 5500 form requirements that will affect small employers? 07/12/2010National
156497index.aspxAnalysis Welfare and Pension Reports 03/04/2009National
153017tools.aspxPolicies Summary plan description policy (standard) 10/03/2003National
153089tools.aspxChecklists ERISA Compliance Checklist 10/03/2003National
152262index.aspxQuestions & Answers Are SEP-IRAs considered a qualified ERISA plan, in other words, are they covered under ERISA? 09/10/2003National
152255index.aspxQuestions & Answers Is there a minimum employer group size or are all companies mandated to provide a summary plan description? Can we use our insurance carrier's benefit booklet as a replacement? 10/24/2002National
152258index.aspxQuestions & Answers Is there a list of required federal and/or state reports/filings for HR/Benefits, for example, EEO-1, Form 5500, etc.? 05/13/2002National
152257index.aspxQuestions & Answers What information is required to be included in the Summary Annual Report (SAR? Does it include the Schedule A, and the Schedule C and the Schedule F if all three were filed under the 5500? 08/20/2001National
152260index.aspxQuestions & Answers With reference to benefit plan summary plan descriptions is it acceptable to make copies available on the Company intranet or does each participant need to receive a paper copy? 08/17/2001National
152259index.aspxQuestions & Answers can we (by giving all current employees sufficient notice) change the exisiting requirements to more stringent requirements in order for employees to qualify for Employer-paid Insurance benefits? Paid Time off benefits? 08/07/2001National
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