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Compliance Zywave

Compliance Tracker July 2026

Form 5500 Filing Deadline (Calendar-year Plans Only) Employers with employee benefit plans covered under the Employee Retirement Income Security Act (ERISA) that operate on a calendar year must file Form 5500 for the 2025 plan year by July 31, 2026, unless an extension is requested or a reporting exemption applies. The regular deadline for filing […]

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Compliance

IRS Increases PCORI Fee Rate

The Internal Revenue Service (IRS) has issued Notice 2025-61, announcing a significant increase to the Patient-Centered Outcomes Research Institute (PCORI) fee amount. Employers with self-insured health plans and health insurance issuers must take note of the new rate and upcoming compliance deadlines. What is the New PCORI Fee Amount? The PCORI fee is increasing to […]

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