Employee Benefits Compliance

2023 Human Resources and Employee Benefits Compliance Calendar

Contributors: Zywave, a Leavitt Group preferred partner for HR and employee benefits compliance. Some content by Leavitt Group.

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Keeping track of compliance requirements is a heavy task for Human Resources (HR) and employee benefits administrators. Having a compliance calendar is not only a valuable tool to help your business stay on track with key employment-related deadlines throughout the year but will relieve the stress of “what do I not know”. Stay organized and on-time by using a compliance calendar like the one herein. Have questions on the compliance item or run into a noncompliance situation? Reach out to your Leavitt Group representative. We have a compliance department that can help!

How to Use This Calendar?

There are a number of compliance tasks with predictable deadlines that you can anticipate from year to year, such as providing your employees with Form W-2 and filing Form 5500 for your employee benefit plans. Other deadlines can be unpredictable or triggered by certain events, such as when you hire a new employee or when an employee gets injured at work. Knowing what your business is required to do and when is the best way to stay compliant. When the date is by Plan Year – the rule will become effective or due the first day of the Plan Year, unless otherwise stated. This checklist is not exhaustive and is based on the law in effect at the time of this writing.

Use this HR calendar to keep track of important compliance tasks for 2023. This calendar includes a month-by-month summary of key compliance deadlines and helpful reminders for compliance tasks to complete throughout the year. It also describes compliance tasks that are dynamic, which only occur when certain events happen, to help you anticipate those deadlines.

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