ERISA 2023 Requirements Calendar

One of the key roles as a plan sponsor is to ensure plan compliance with pertinent federal rules and regulations. Plan sponsors must be familiar with important regulatory limits as well as keep track of required filings and due dates to avoid any late filing fines or penalties. The information below provides some important limits and key reporting and disclosure deadlines assuming a calendar year end. Some deadlines may not apply or may change based on the plan sponsor’s fiscal year.