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Reporting & Disclosure

Man Viewing Report

Reporting & Disclosure Overview

Review a summary of PBGC, Department of Labor, and IRS reporting and disclosure requirements.

Reportable Events FAQs

On September 11, 2015, PBGC announced new final rules for reportable events, focusing on the minority of plans and sponsors that pose the greatest risk of defaulting on their financial obligations. For more information on the final rule see our Reportable Events FAQs.

Reportable Events and Large Unpaid Contributions

Find out reporting requirements for missed contributions and other events that may signal problems with a pension plan or business.

4010 Reporting

Certain underfunded plans must electronically report financial and actuarial information to PBGC. Find out more and how PBGC can help.

Section 4063 Notices

Notice to PBGC may be required when a contributing sponsor of a single-employer plan ceases operations at a facility or when a substantial employer withdraws from a multiple employer plan. Find out more.

Annual Funding Notices

Find information about the funding notices that single-employer and multiemployer plans must give to PBGC and plan participants.