We recognize that many of our clients sponsor ERISA welfare benefit plans and are currently undergoing their open enrollment process and issuing related participant communications. To assist our clients with that process, we have prepared an Automatic Participant Disclosures Checklist for use during open enrollment and throughout the plan year.

Please note that many of the disclosure requirements, links, and/or other information provided in the checklist may change from time to time; therefore, please check our Employee Benefits Practice Group thought leadership page periodically for the most current version of this checklist.

If you have questions regarding the information in this checklist, please contact any of the attorneys in our Employee Benefits Practice Group.

Download Document – 2016 Welfare Plan Disclosure Checklist