Complying with the many rules that govern health and welfare benefits can be a challenge for benefits administrators. EPIC has prepared this compliance checklist to help administrators manage their 2020 benefits compliance efforts.

Please note that this checklist may not cover every requirement applicable to a specific employee benefit plan. This list focuses on key federal requirements affecting most health and welfare plans and is subject to legislative or regulatory changes. Additional requirements or exceptions may apply under state insurance laws which vary from state to state.  Administrators should also remember that the Affordable Care Act (ACA) remains in effect despite certain recent legislative and regulatory changes as well as legal challenges.

Mark Yes, No, N/A or insert applicable comment in space provided on the downloadable PDF.


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For further information on this or any other topics, please contact your EPIC benefits consulting team.

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EPIC offers this material for general information only. EPIC does not intend this material to be, nor may any person receiving this information construe or rely on this material as, tax or legal advice. The matters addressed in this document and any related discussions or correspondence should be reviewed and discussed with legal counsel prior to acting or relying on these materials.



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