Compliance Calendar/Resource
Notice & DisclosureAnnual

State Insurance Mandates Compliance Verification

Varies by state

Fully insured plans are subject to state insurance mandates (e.g., infertility, autism, chiropractic). Broker/employer should verify carrier plan complies with mandates in situs state. Self-insured ERISA plans generally preempt state mandates but may voluntarily comply. Note for ICHRA employers: state mandate compliance may vary based on individual market coverage. Consult your ERISA attorney.

ResponsibleBroker
Deliver ToInternal compliance; participants benefit from compliant plan design
DeadlineAt plan inception; at each renewal; when expanding to new states
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