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Plan Documents, Required Notices and Document Retention Requirements

No federal law is complete with a notice requirement.

For each of the various group health plan rules, employers and plan sponsors are required to provide employees with the appropriate notice at the time of hire, annually, in certain multi-year frequencies, or whenever a change occurs to the plan. In addition to providing these notices, employers must maintain notice distribution records and other information related to its employee benefit plans.

View the webinar recording above to learn about the following:

  • ERISA Plan Document Requirements
  • Cafeteria Plan Document Requirements
  • Who, What, and When of Employee Notices
  • How Long and In What Manner to Retain Documentation


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