Plan sponsors and administrators are encouraged to reference these comprehensive calendars to stay on track in 2023.

Health and Retirement Plans Subject to ERISA (Includes Multiemployer Plans)

• 2023 Reporting & Disclosure Guide for Benefit Plans [Segal]

Health and Welfare Plans

New deadlines in 2023 are:

• Prescription Drug Data Collection (RxDC) for 2020 and 2021 data has been extended to January 31, 2023.
• Reporting for 2022 data is due June 1, 2023.

• Several New Group Health Plan Reporting Deadlines Are Approaching – CAA/Price Transparency Checklist [Foley]
• Congress and Regulators Issue Welcome Deadline Relief for Group Health Plans [Spencer Fane]
• Transparency in Coverage and Consolidated Appropriations Act of 2021 (CAA) Prescription Drug Data Collection (RxDC) [The Alliance]
• 2023 Health Plan Compliance Deadlines [Bolton]

Retirement Plans

• 2023 Reporting and Disclosure Requirements Under Ongoing Calendar-Year Qualified Plans [WTW]

Defined Contribution

• 2023 Defined Contribution Plan Compliance Calendar [Mercer]
• 2023 Key Administrative Dates and Deadlines for Calendar-Year Defined Contribution Plans [Milliman]

Defined Benefit

• 2023 Defined Benefit Plan Compliance Calendar [Mercer]
• 2023 Key Administrative Dates and Deadlines for Calendar-Year Multiemployer Defined Benefit Plans [Milliman]

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