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	Search Calendar EMPLOYER TYPE ------ Single Employer Multiemployer All Employer Types PLAN TYPE ------ Pension Plans Welfare Plans Pension & Welfare REPORTING TYPE ------ Annual Reporting Special Reporting All Reporting Types

Pension and Welfare Plans under ERISA

2008 Reporting Calendar

The Year 2008 ERISA Reporting Calendars are now available... online! Plan administrators of single and multiemployer pension and welfare benefits plans can access concise information on when, and how to file annual reports with the DOL, IRS and PBGC. Information on how and when to disclose tax and benefit information to U.S. plan participants, beneficiaries and alternate payees is also available. Benefit plan-related filing forms are available here. Single Employer Pension and Welfare Plans Under ERISA 2008 Annual Reporting   Multiemployer Pension and Welfare Plans Under ERISA 2008 Annual Reporting 2b. Defined Benefit Plan Annual Funding Notice 1. Annual Report 2a. Summary Annual Report (SAR) 3. PBGC Premium Payment 2008 Special Reporting and Disclosure 42. Notice of Funding–based Limitation on Defined Benefit Plan Distributions 1. Summary Plan Description (SPD) 2. Summary Description of Material Modification of Plan (SMM) 3a. Periodic Benefit Statements (Defined Benefit Plans) - (NEW) 3b. Periodic Benefit Statements (Individual Account Plans) - (NEW) 4. Reporting and Withholding on Pensions, etc. 5. Notice of Reportable Events 6. Individual Deferred Vested Pension Statement 7. IRC Sec. 402(f) Explanation of Eligible Rollover Distributions 8. Section 417(a)(3) Explanation of Qualified Preretirement Survivor Benefit 9. Section 417(a)(3) Explanation of Qualified Joint and Survivor Annuity; Financial Effect and Relative Values of Optional Forms of Payment and Notice of Consequence of Failure to Defer a Distribution 10. Plan Merger, Consolidation, or Transfer of Assets or Liabilities; Notice of QSLOB Election 11. Notice of Intent to Terminate 12. Notice of Termination to the PBGC 13. PBGC Participant Notice (Repealed for plan years beginning after December 31, 2006) 14. Notice of Plan Benefits 15. Notice of Substantial Cessation of Operations 16. Notice of Substantial Employer Status 17. Notice of Withdrawal of a Substantial Employer 18. Change in Plan/Trust Year 19. Change in Funding Method 20. Notification of Application for Recognition of Exempt Status 21. Notice of Receipt of Domestic Relations Order 22. Notice of Suspension of Benefits 23. Notice of Significant Reduction in Rate of Future Benefit Accrual 24. Notice of Transfer of Excess Pension Assets to Health Benefits Accounts 25. Notice of Determination Letter Request 26. Notice of Requests for Waivers of Minimum Funding Standards 27. Notice of Failure to Meet Minimum Funding Standards 28. Notice of Failure to Make Required Contributions of More than $1 Million 29. Notice of Commencement of Coverage under COBRA Health Care Continuation 30. Notice of Qualifying Event under COBRA 31. SPD Notice of Newborns’ and Mothers’ Health Protection Act 32. Notice of Women’s Health and Cancer Rights Act of 1998 33. Annual Report for MEWAs and Certain Entities Claiming Exception (ECEs) 34. 401(k)/(m) Safe Harbor Notice 35. Reporting By Large Underfunded Plans 36. Investment Blackout Notice 37. Disclosure of Information to Plan Particpants in Involuntary Plan Termination (NEW) 38. Notice of Rights Concerning Employer Securities (NEW) 39. Notice of Default Investment Arrangement (NEW) 40. Notice of Automatic Contribution Arrangement (NEW) 41. Investment Advice Disclosures (NEW)   1. Annual Report 2. Summary Annual Report (SAR) 3. PBGC Premium Payment 4. Annual Funding Notice 2008 Special Reporting and Disclosure 1. Summary Plan Description (SPD) 2. Summary Description of Material Modification of Plan (SMM) 3a. Periodic Benefit Statements (Defined Benefit Plans) - (NEW) 3b. Periodic Benefit Statements (Individual Account Plans) - (NEW) 4. Reporting and Withholding on Pensions, etc. 5. Individual Deferred Vested Pension Statement 6. IRC Sec. 402(f) Explanation of Eligible Rollover Distributions 7. Secion 417(a)(3) Explanation of Qualified Preretirement Survivor Benefits 8. Section 417(a)(3) Explanation of Qualified Joint and Survivor Annuities; Financial Effect and Relative Values of Optional Forms of Payment and Notice of Consequence of Failure to Defer a Distribution 9. Notice of Receipt of Domestic Relations Order 10. Notice of Certain Plan Amendments or Rule Changes 11. Notice of Plan Merger or Transfer of Assets or Liabilities 12. Notice of Reorganization 13. Notice of Potentially Significant Withdrawals 14. Notice to Withdrawing Employers of Mass Withdrawal 15. Notice and Certification to PBGC of Mass Withdrawal 16. Notice of Plan Termination 17. Notice of Benefit Reductions 18. Notice of Significant Reduction in Rate of Future Benefit Accrual 19. Notice of Potential or Current Insolvency 20. Notice of Transfer of Assets and Liabilities on Change of Bargaining Representative 21. Change in Plan/Trust Year 22. Change in Funding Method 23. Notice of Application for Recognition of Exempt Status 24. Notice of Suspension of Benefits 25. Notice of Requests for Waivers of Minimum Funding Standards 26. Notice of Determination Letter Request 27. Notice of Commencement of Coverage under COBRA Health Care Continuation 28. Notice of Qualifying Event under COBRA 29. SPD Notice of Newborns’ and Mothers’ Health Protection Act 30. Notice of Women’s Health and Cancer Rights Act 31. Annual Report for MEWAs and Certain Entities Claiming Exception (ECEs) 32. Investment Blackout Notice 33. Notice of Default Investment Arrangement (NEW) 34. Notice of Automatic Contribution Arrangement (NEW) 35. Investment Advice Disclosures (NEW) 36. Notice of Transfer of Excess Pension Assets to Health Benefits Accounts (NEW) 37. 401(k) Safe Harbor Notice (NEW)