Stay informed. Stay Compliant.

Upcoming Deadline:
July 31, 2026

PCORI fee filing and payment are due by July 31 for employers with certain self-funded medical plans and HRAs. Fully insured plans are generally handled by the carrier. Employers should confirm whether the fee applies and review the updated IRS Form 720 and instructions before filing.

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Explore our Compliance Corner Library for the latest articles, updates, and reminders across all states. Search by keyword or date to quickly find the information you need.

Disclaimer:
The Shields Agency is not engaged in the practice of law, compliance, or tax advising. We are not compliance attorneys or certified tax experts. The information provided here is intended solely as a helpful resource for our clients and should not be construed as legal or tax advice. Employers should consult with their own legal, compliance, or tax professionals regarding their specific obligations.

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