Compliance Calendar/Resource
Notice & DisclosureRecurring

Summary of Material Reduction in Covered Services or Benefits

ERISA § 104; 29 CFR § 2520.104b-3(d)

Explains group health plan amendments constituting material reduction in covered services or benefits (e.g., premium increase).

ResponsibleMedical Carrier/TPA
Deliver ToParticipants
DeadlineGenerally within 60 days after adopting material reduction (or 90 days in certain cases)
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