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2024 Benefit Plan Reporting & Disclosure Calendars

In general, these resources offer the same information. The different formats are provided in hopes of meeting a wide variety of preferences. Additional resources will be added as they become available.

Law and Consulting Firm Resources
(Some require completion of a brief form to access.)

2024 Reporting and Disclosure Guide: Retirement and Welfare Benefit Plans

Single-Employer Defined Contribution Plan Compliance Calendar
Single-Employer Defined Benefit Plan Compliance Calendar
Mercer | Nov 2023

2024 key administrative dates and deadlines for calendar-year defined contribution retirement plans
2024 Key dates and deadlines for single-employer defined benefit plans
2024 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
Milliman | Dec 2023

2024 Compliance Calendar and Checklist
Fisher Investments | Jan 2024

ERISA 2024 Requirements Calendar
BDO US | Jan 2024

Upcoming key compliance deadlines and reminders for first quarter 2024
Lockton | Dec 2023

Reporting and Disclosure Guide for Benefit Plans 2024
Segal | Dec 2023

2024 Compliance Calendar
Vita Companies | Dec 2023

2024 Reporting and Disclosure Calendar
WTW | Dec 2023

Health Plan Specific

Compliance Overview: 2024 Health Plan Compliance Deadlines
Apex Benefits | Nov 2023

Planning for 2024: Compliance for health and welfare benefit plans (updated)
Buck Consultants | Jan 2024

Top Health Plan Compliance Issues for 2024
Sullivan Benefits | Dec 2023

2023 Health Plan Compliance Resources
Diversified Group | Dec 2023

Additional Resources

Fiduciary Compliance Calendar 2024
TRI-AD | Nov 2023

2024 ERISA Plan Compliance Calendar
Plan Sponsor | Dec 2023

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