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Important Dates to Remember

Friday April 4th 2014


The following checklist provides insurance agents/brokers, employers and benefits and payroll professionals key upcoming dates and deadlines related to health benefits. This reminder list does not constitute all of the deadlines applicable to employers and some deadlines may be different based on variations in plan year or plan design.
(Select topic from drop-down menu) Description Date


Business Associate Agreements (BAAs) must be modified to reflect revisions to the HIPAA requirements. This applies to both a covered entity and business associate. September 22, 2014
Cafeteria Plans/Flexible Benefits Summary Annual Report Deadline. For group health plans that are required to file a Form 5500, they must distribute a Summary Annual Report no later than nine months after the end of the plan year, unless an exception applies. More information is available from the DOL.

September 30, 2014 (for calendar-year plan years)

ACA/Health Care Reform Exchange Notice Deadline. All employers must send an Exchange Notice to all current employees by this date. October 1, 2014
Medicare Medicare Part D Creditable/Non-Creditable
Coverage Notices.
The annual deadline for employer notices is moved up one month in advance due to the Affordable Care Act. Notices must be sent before October 15, 2014.
October 15, 2014
Payroll Form 941 Filing Deadline. Generally, employers must
file their quarterly payroll tax returns by the end of the month after the end of each quarter. More information is available in the IRS instructions.
October 31, 2014

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