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Update Plan Documents

Due date to update plan documents to reflect changes to 2020 plans that adopted one or more of the following optional changes:

  • Special mid-year enrollment periods

  • The extension of a grace period for incurring claims after the end of the year from 2.5 months to 12 months

  • The opportunity to carry forward unused balance of a health FSA or dependent care FSA

  • The opportunity to reimburse health FSA expenses incurred during the 2020 plan year, but after an employee’s termination of coverage

  • The ability to reimburse dependent care expenses for a child up to age 14

Contact your H&B consultant for assistance.

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December 15

Distribute Summary Annual Report

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January 1

Post Balance Billing Notice