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2023 Benefit Plan Reporting & Disclosure Calendars


 In general, the following 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.

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

Single-Employer Defined Contribution Plan Compliance Calendar
Single-Employer Defined Benefit Plan Compliance Calendar
Mercer | Nov 2022

2023 key administrative dates and deadlines for calendar-year defined contribution retirement plans
2023 Key dates and deadlines for single-employer defined benefit plans
2023 key administrative dates and deadlines for calendar-year multiemployer defined benefit plans
Milliman | Dec 2022

2023 Regulatory Limits and Compliance Calendar
Vanguard | Dec 2022

2023 Compliance Calendar and Checklist
Fisher Investments | Jan 2023

ERISA 2023 Requirements Calendar
BDO US

IRS Finalizes Permanent Extension of ACA Reporting Deadlines
Miller Johnson | Dec 2022

Upcoming key compliance deadlines and reminders for first quarter 2022
Lockton | Dec 2022

Reporting and Disclosure Guide for Benefit Plans 2023
Segal | Dec 2022

2022 Compliance Calendar
Vita Companies

2023 Reporting and Disclosure Calendar
Willis Towers Watson | Jan 2023

Health Plan Specific

2023 Annual Compliance Requirements for Health Plans
World Insurance | Jan 2023

Several New Group Health Plan Reporting Deadlines Are Approaching – Check Out Our CAA/Price Transparency Checklist
Foley | Dec 2022

2023 Health Plan Compliance Deadlines
Sullivan Benefits | Dec 2022

2023 Health Plan Compliance Resources
Diversified Group | Dec 2022

Additional Resources

Fiduciary Compliance Calendar 2023
TRI-AD | Nov 2022

2023 ERISA Plan Compliance Calendar
Plan Sponsor | Dec 2022

5 Important Employer Steps for ACA Compliance Reporting in 2023
Fisher Phillips via SHRM | Sep 2022

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