Compliance rules and deadlines. What is due, and when.
Federal rules every employer health plan has to follow, from PCORI fees and RxDC reporting to gag clause attestations and mental health parity.
Start with the main guide
The year-end health plan compliance checklist
A year-end health plan compliance checklist lists the filings, notices, tests and limit updates an employer group health plan has to finish before the plan year closes and early in the next. It covers the December 31 gag clause attestation, nondiscrimination testing, new plan limits, participant notices, ACA reporting and the CMS Part D disclosure.
Read the guideIn this guide
- Why does year-end compliance need a real process?
- What is due before December 31?
- What follows early next year?
- How do you clear the gag clause attestation?
- What changes in the 2027 plan limits?
- How do you file ACA reporting?
- Which notices need a distribution log?
Guides 8
- Medical loss ratio rebatesCompliance rules and deadlinesGuide
- Medicare Part D creditable coverageCompliance rules and deadlinesGuide
- NQTLs and mental health parityCompliance rules and deadlinesGuide
- RxDC reportingCompliance rules and deadlinesGuide
- Section 105(h) nondiscrimination testingCompliance rules and deadlinesGuide
- The gag clause attestationCompliance rules and deadlinesGuide
- The PCORI feeCompliance rules and deadlinesGuide
- The summary of benefits and coverageCompliance rules and deadlinesGuide
Insights 6
- The Consolidated Appropriations Act of 2021Compliance rules and deadlinesInsight
- Transparency in Coverage final ruleCompliance rules and deadlinesInsight
- When a vendor trains AI on claims dataCompliance rules and deadlinesInsight
- Health plan claims data accessCompliance rules and deadlinesInsight
- What OBBBA changed for employer health plansCompliance rules and deadlinesInsight
- Tennessee SB 420 and HB 870Compliance rules and deadlinesInsight
See what your plan is really costing you.
A Strategic Analysis starts with your plan documents and your broker agreement, then shows you what your plan costs, where the risk sits, and what a committee would decide with the full picture.