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
Buck
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
SHRM Members' Survey
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