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Welfare and Pension Reports

Federal Summary

National  State Summary

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SUB TOPIC

  • Benefits Recordkeeping and Disclosures Overview+
  • Reporting and Disclosure Requirements+
  • SPD+
  • Wrap Documents+
  • Summaries of Material Modifications (SMMs)+
  • Summary Annual Reports (SARs)+
  • Notice of Right to Divest+
  • Periodic Pension Benefit Statements+
  • Special Disclosure Requirements for Group Health Plans+
  • Form 5500 Annual Report+
  • Claims and Appeals Procedures+
  • Additional Information+

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