---
title: 2024 Year-end Employee Benefit Plan Checklist
description: To ensure a smooth transition into 2025, there are several key benefits-related tasks that must be completed by the end of 2024.
---

[Employee Benefit News for School, City and County Employers ](https://blog.nisbenefits.com)

# [2024 Year-end Employee Benefit Plan Checklist](https://blog.nisbenefits.com/2024-year-end-employee-benefit-plan-checklist)

 Written by [Erin Woulfe](https://blog.nisbenefits.com/author/erin-woulfe) | Nov 7, 2024 1:56:33 PM

*1 minute read*

As the year draws to a close, it’s important for employers to keep compliance requirements for their employee benefit plans at the forefront. To ensure a smooth transition into 2025, there are several key benefits-related tasks that must be completed by the end of 2024, including:

- Submitting a [gag clause attestation](https://blog.nisbenefits.com/gag-clause-attestation-due-end-of-year) for health plans;
- Ensuring that plan documents are amended for any discretionary changes made in 2024;
- Confirming that all annual notices, such as the Children's Health Insurance Plan (CHIP) notice, have been provided;
- Conducting any necessary nondiscrimination testing.

Employers should prepare for next year by ensuring health plan affordability for full-time employees, updating 2025 benefit plan limits, and revising employee communications like summary plan descriptions (SPDs).

In preparation for 2025, employers should consider taking the following steps:

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

Download the [bulletin](https://blog.nisbenefits.com/hubfs/blog-supporting-docs/bulletin-2024-year-end-checklist.pdf) for the 2024 year-end checklist.

 

### **Additional Resources**

Gag clause attestation [instructions and user manual](https://www.cms.gov/marketplace/about/oversight/other-insurance-protections/gag-clause-prohibition-compliance-attestation)

[Model notices](https://www.dol.gov/sites/dolgov/files/ebsa/about-ebsa/our-activities/resource-center/publications/compliance-assistance-guide-appendix-c.pdf) for Group health plans

[Model CHIP notice](https://www.dol.gov/agencies/ebsa/laws-and-regulations/laws/chipra)

[View full post](https://blog.nisbenefits.com/2024-year-end-employee-benefit-plan-checklist)

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