We recognize that many of our clients sponsor ERISA welfare benefit plans and are currently in the throes of planning and preparing their open enrollment process and 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. A copy of this checklist is located on the following pages.

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 newsletters page periodically for the most current version of this checklist.