SAR Archives - Employee Benefits I AP Benefit Advisors

DOL – New Electronic Disclosure Guidance for Pension Plans under ERISA

The DOL (US Department of Labor) is proposing in this document a new, additional safe harbor for the use of electronic media by Retirement plans to furnish information to participants and beneficiaries of plans subject to the Employee Retirement Income Security Act of 1974 (ERISA).  The proposal, if adopted, would allow plan administrators who satisfy […]


3rd Quarter Compliance Newsletter

In this quarter’s Compliance Newsletter: Medicare Part D Notices Summary Annual Reports Due ACA Reporting Affordable Health Plans in 2019 & 2019 Affordability Percentage Exchange Model Notice New Model FMLA Forms Health FSA Carryovers Employers Not Required to Provide Specific Requested Reasonable Accommodations MLR Rebates Federal Court Approves $115 Million Settlement Save American Workers Act […]


Year End Compliance Requirements & Deadlines

Key benefit requirements and deadlines for 2016. September Summary Annual Report (SAR) – A narrative summary of your Form 5500, including a statement of the right to receive the annual report, must be distributed to plan participants by the last day of the ninth month following the end of the plan year, by September 30th […]