December HR Compliance Deadlines 2023
KEY DEADLINES
Dec. 15, 2023—Provide SAR to plan participants (calendar- year plans only) – if Form 5500 deadline was extended Provide an SAR to covered employees by Dec. 15, 2023, if the plan’s form 5500 deadline was extended. In general, the SAR must be provided within nine months of the close of the plan year. However, if the plan’s Form 5500 deadline was extended, the SAR must be provided within two months after the close of the extension period. For calendar-year plans, this extended deadline is Dec. 15, 2023. Plans that are exempt from the annual 5500 filing requirement are not required to provide a SAR. Unfunded welfare plans are also generally exempt from the SAR requirement.
November HR Compliance Deadlines 2023
KEY DEADLINES
COMPLIANCE REMINDERS
As the end of the year approaches, consider taking the following steps to encourage employees to utilize any unused benefits for 2023:
HR Brief – DOL Proposes FLSA Overtime Rule With Higher Salary Levels for White-collar Employees (October)
Recently, the U.S. Department of Labor (DOL) announced a proposed rule to amend current requirements employees in white-collar occupations must satisfy to qualify for an overtime exemption under the Fair Labor Standards Act (FLSA).
Increased Salary Level
The FLSA white-collar exemptions apply to individuals in executive, administrative, professional, and some outside sales and computer-related occupations. Some highly compensated employees may also qualify for the FLSA white-collar overtime exemption.
Live Well, Work Well – What to Know About This Year’s Flu Season (October)
Influenza (flu) season lasts from October through May in the United States, with peak flu activity between December and March. Since the start of the COVID-19 pandemic, the timing and duration of flu activity have been unpredictable. The U.S. Centers for Disease Control and Prevention (CDC) reported early increases in seasonal flu last year. The Southern Hemisphere also experienced an early surge of flu activity this year, which may indicate what’s to come in the United States.
View and download the latest Live Well, Work Well newsletter
Mental Health Minute (October)
How Can Grounding
Techniques Help
Manage Feelings?
Grounding is a practice that can help you manage experiences such as flashbacks, unwanted memories or negative emotions. These techniques involve focusing on the present to distract yourself from anxiety and other challenging emotions.
October HR Compliance Deadlines 2023
KEY DEADLINES
Oct. 3, 2023—Provide ICHRA notice for 2024 plan year
(calendar year plans only)
Employers who offer individual coverage health reimburse-ment arrangements (ICHRAs) must provide a notice to eligible employees regarding the ICHRA’s coverage. This notice must be provided at least 90 days before the beginning of each plan year. For ICHRAs that operate on a calendar year basis, this notice must be provided by Oct. 3, 2023, for the upcom-ing 2024 plan year. A model notice is available for employers to use.
National Preparedness Month (September)
Since 2004, the Federal Emergency Management Agency and the Ready Campaign have promoted National Preparedness Month (NPM) every September.
In honor of NPM, take some time to prepare your household for an emergency today:
HR Brief – New Form I-9 Includes Remote Verification Procedure for E Verify Users (September)
Recently, the U.S. Citizenship and Immigration Services (USCIS) published a new version of its Employment Eligibility Verification form, also known as Form I-9. Employers are required to use the new form exclusively beginning on Nov. 1, 2023. The Form I-9 instructions also clarify procedures for employers who are eligible to utilize remote examination as an alternative to the physical examination of employees’ documentation. Employers enrolled and participating in E-Verify may choose to examine documents remotely.
National Food Safety Education Month (September)
An estimated 1 in 6 Americans gets a foodborne illness every year, according to the Centers for Disease Control and Prevention. There are ways to help prevent you and others from getting sick from food. It starts with focusing on simple food poisoning prevention steps.
Client and Employee Resources
The more your employees understand your benefit plans the more they become educated, empowered consumers. The programs you provide will also gain an enhanced value.
As your strategic partners in employee benefits, we can provide multiple avenues of ongoing support, including:
- Employee Meetings (English and Spanish)
- Webcasts
- Payroll Stuffers
- Poster Campaigns
- Newsletters
Carrier Directories
E-Verify is a web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States. Click the image below to begin.
