---
title: 2023 Year-End Employee Benefit Plan Checklist
description: Employers need to stay informed about the various benefit-related tasks that they must prioritize and accomplish before the end of 2023.
image: https://blog.nisbenefits.com/hubfs/blog-headers/23-yr-end-checklist-b.jpg
---

![2023 Year-End Employee Benefit Plan Checklist](https://blog.nisbenefits.com/hubfs/blog-headers/23-yr-end-checklist-b.jpg)

# 2023 Year-End Employee Benefit Plan Checklist

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- 2023 Year-End Employee Benefit Plan Checklist

[ Steve Smith ](https://blog.nisbenefits.com/author/steve-smith) 11/29/2023 [ Health Insurance Solutions](https://blog.nisbenefits.com/topic/health-insurance-solutions), [ Ancillary Benefits](https://blog.nisbenefits.com/topic/ancillary-benefits), [ Legislative News](https://blog.nisbenefits.com/topic/aca-other-legislative-news)

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 1 Minutes

*1 minute read*

As we approach the end of the year, it's important for employers to stay on top of compliance requirements for their employee benefit plans. There are several tasks related to benefits that employers should prioritize and complete by the end of 2023 including:

- Submitting a [gag clause attestation](https://blog.nisbenefits.com/gag-clause-attestation) for health plans
- Ensuring that plan documents are amended for any discretionary changes made in 2023
- Confirming that all annual notices, such as the Children's Health Insurance Plan (CHIP) notice, have been provided
- Conducting any necessary nondiscrimination testing

Looking ahead to next year, it's crucial for employers, especially applicable large employers (ALEs), to ensure that health plan coverage remains affordable for full-time employees. Employers should also update employee benefit plan limits for 2024 and revise employee communications, such as summary plan descriptions (SPDs), to reflect any benefit changes for the upcoming year.

In preparation for 2024, employers should consider taking the following steps:

- Update employee communications
- Prepare to file Affordable Care Act returns electronically
- Update employee benefit limits
- Confirm health plan affordability (ALEs only)

Download the [bulletin](https://blog.nisbenefits.com/hubfs/blog-supporting-docs/bulletin-2023-yr-end-checklist-ee-benefit-plans.pdf) for the year-end checklist.

[![2024 IRS Contributions](https://no-cache.hubspot.com/cta/default/3325505/416670cc-7152-4ac4-9f32-b444593a47c7.png)](https://cta-redirect.hubspot.com/cta/redirect/3325505/416670cc-7152-4ac4-9f32-b444593a47c7)

 

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