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EEO-1 Report (usual due date – pushed back in 2018 & 2019)
Medical Loss Ratio Rebate Deadline for issuers to pay
Close of Q3
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Run EE tax limits report
YE Planning and notices to clients/Ees
OE Season Starts
Retirement Plan/HSA/FSA/HRA Audit – file uploads, elections, balance recon-payroll:vendor, loans, limits-as applic.
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Start of annual enrollment period for Medicare Part D
WC renewal date? Update rates in system to ensure correct billing
Medicare Part D – Creditable Coverage Notices sent to those who are eligible (EE & deps?)
401(k) Retirement Plan 5500 due – Plan years ending 12/31
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October 2026
November 2026
December 2026
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