Benefit Plan Year-End Action Items

Smith Anderson
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As we approach the end of the year, employers have to handle a number of critical tasks to ensure compliance with various employee benefit plan requirements. The deadlines for (1) distributing annual notices, (2) amending plan documents for 2024 plan design changes, and (3) implementing upcoming changes in law are all approaching quickly. It’s essential for employers to plan ahead and coordinate with service providers to avoid any compliance gaps.

This chart provides an at a glance summary of what employers need to know for year-end benefit plan compliance, by plan type.

Please see full publication below for more information.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations. Attorney Advertising.

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