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    • Home
    • Menu
      • Our Mission
      • Expertise
      • Insights & Resources
      • Contact Us
      • Social Media
    • 2026 Compliance
  • Home
  • Menu
    • Our Mission
    • Expertise
    • Insights & Resources
    • Contact Us
    • Social Media
  • 2026 Compliance

2026 - Employer Plan Compliance Calendar

Staying  ahead of annual reporting and disclosure requirements is essential for  employers, plan sponsors, and HR leaders. The following month by month guide outlines key federal deadlines related to Forms W2, ACA reporting, RxDC submissions, ERISA disclosures, and other compliance obligations that impact group health plans. 


Need Support or Have Questions?  


Compliance  deadlines can be complex, and requirements often shift as new guidance  is released. If you have questions about any of the dates or filings  outlined above, or if you’d like help reviewing your organization’s readiness, reach out to our team.

Have a question?

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02/02/2026

Form 8809 (Paper Filers)

Event Details

02/02/2026

Form 8809 (Paper Filers)

Paper filers may submit Form 8809, Application for Extension of Time to File Information Returns, to request additional time to file Forms 1...

Event Details

02/02/2026

Form W2 Distribution and Filing

Event Details

02/02/2026

Form W2 Distribution and Filing

  • Employers must provide Form W2 to employees and file Forms W2 and W3 with the Social Security Administration. 
  • Employers that filed 250 or mo...

Event Details

02/16/2026

HIPAA Privacy Notices

Event Details

02/16/2026

HIPAA Privacy Notices

Plan sponsors must update HIPAA Privacy Notices to comply with regulations under 42 CFR Part 2.

03/02/2026

Creditable Coverage Disclosure to CMS

Event Details

03/02/2026

Creditable Coverage Disclosure to CMS

Entities offering prescription drug coverage must electronically disclose whether coverage is creditable or noncreditable via the CMS websit...

Event Details

03/02/2026

ACA Reporting - Distribution of 2024 Forms 1095C/1095B

Event Details

03/02/2026

ACA Reporting - Distribution of 2024 Forms 1095C/1095B

  • Applicable large employers must provide Forms 1095C to fulltime employees. 
  • Plan sponsors of self-insured plans must provide Forms 1095C or 1...

Event Details

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