Oct 31, 2016

Year-End Compliance Tasks

Updated: May 1, 2021

We are rapidly approaching the end of 2016, which brings with it a host of compliance “to dos” for calendar year retirement and health and welfare plans. This list is not exhaustive, and is intended to highlight common year-end benefit tasks. Contact your benefits counsel to determine the requirements that apply to your particular plan(s). See the list on the following pages.