HR Calendar 2023: Key Compliance Dates and Holidays

From major holidays to key compliance and ACA deadlines, here’s everything you need to know about important HR dates for 2023.

2023 HR Calendar Key Compliance Dates and Holidays

Note: This calendar is also available as a downloadable PDF. Dates may be subject to change and will be updated accordingly. Follow the BerniePortal blog for the latest HR updates.

FIRST DAY OF PLAN YEAR AND ANNUAL NOTICES

• ADA Wellness Program Notice

• CHIP Notice

• GINA Wellness Program Authorization

• Grandfathered Plan Notice

• Newborns' and Mothers' Health Protection Act Notice

• Notice to Enrollees Regarding Group Health Plan Opt-out

• Wellness Program Notice of Reasonable Alternatives 

• Women's Health and Cancer Rights Act Notice

*Dates are subject to change. Continue reading through our blog for the latest HR updates.

JANUARY

• January 1 – New Year’s Day

• January 2 – New Year’s Day observed

• January 16 – Martin Luther King Jr. Day

• January 28 – Data Privacy Day

• January 31 – Forms W-2 & 1099 Distribution and Filing Deadlines (paper and e-file)

• January 31 – Quarterly Forms 720 and 941 Due

• January 31 – Annual Form 940 Due (if quarterly FUTA taxes were not paid when due) 

FEBRUARY

• Black History Month

• February 1 – Post OSHA Form 300A Summary through April 30

• February 10 – Annual Form 940 Due (if quarterly FUTA taxes were paid when due)

• February 20 – Presidents’ Day

• February 28 – ACA Forms Paper Filing Deadline, including Forms 1095-B and 1095-C

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MARCH

• March 1 – HIPAA Breach Notification

• March 1 – Form 8809 (paper) and M-1 Filing Deadline 

• March 2 – CMS Creditable Coverage Disclosure   

• March 2 – OSHA Form 300A Due

• March 2 – Forms 1095-B and 1095-C Furnished to Employees 

• March 4 – Employee Appreciation Day

• March 8 – International Women's Day

• March 13 – Daylight Saving Time Begins

• March 31 – Forms 1095-B, 1095-C, and 8809 E-Filing Deadline

• March 31 – End of Q1

APRIL

• April 15 – Forms 7004 and 8928 Filing Deadline

• April 18 – Tax Day

• April 26 – Administrative Professionals Day

• April 30 – Quarterly Forms 720 and  941 Due

MAY

• Global Employee Health and Fitness Month 

• May 15 – Non-Profit Tax Returns Deadline, including Form 990

• May 29 – Memorial Day

JUNE

• Pride Month
• Mid-June TBD  – EEO-1 Data Collection Begins *(This date has not yet been set.)
  

• June 19 – Juneteenth

• June 30 – End of Q2

• Mid-Year Benefits Review – Remind employees to take advantage of any eligible voluntary benefits

JULY

• July 4 – Independence Day

• July 31 – Forms 5500 and 5558 Filing Deadline (for calendar year plans)

• July 31 – Quarterly Forms 720 and  941 Due

• Compliance Check – Employee and benefits notices and compliance procedures  

AUGUST

• National Eye Exam Month  

• Back-to-School Reminders – This is also a great time of year to remind employees about dependent care FSAs and other benefits before school begins

SEPTEMBER

• September 4 – Labor Day

• September 4-9 – National Payroll Week

• September 30 – Summary Annual Report Furnished to Covered Participants 

• September 30 – End of Q3

• PTO Check – Remind employees to check PTO balances before Q4

• Fall Immunizations – Encourage flu shots and other seasonal vaccinations

OCTOBER

• National Disability Employment Awareness Month

• October 3 – QSEHRA Notice Deadline (for QSEHRAs that begin January 1, 2023)

• October 3 – RDS Application Due to CMS (for plan years beginning January 1, 2023)

• October 9 – Columbus Day/Indigenous Peoples’ Day

• October 14 – Medicare Part D Notice of Creditable Coverage Delivery to Plan Participants

• October 16 – National Boss’s Day

• October 31 – Forms 720 and 941 Due

• October 31 – Halloween

NOVEMBER

• November 5 – Daylight Saving Time Ends

• November 10 – Veterans Day (observed)

• November 11 – Veterans Day

• November 23 – Thanksgiving

• FSA Reminder – Remind employees to submit FSA receipts before EOY

DECEMBER

• December 25 – Christmas Day

• December 31 – New Year’s Eve

• December 31 – End of Q4

• BerniePortal Review – Remind employees to update personal information in BerniePortal for W-2s, and ACA reports in the new year.

Additional Resources

You can also stay informed, educated, and up to date on crucial HR topics by using BerniePortal’s comprehensive resources:

• BernieU—free online HR courses, approved for SHRM and HRCI recertification credit

• BerniePortal Blog—a one-stop shop for HR industry news

• HR Glossary—featuring the most common HR terms, acronyms, and compliance

• HR Guides—essential pillars covering an extensive list of comprehensive HR topics

• HR Party of One—our popular YouTube series and podcast, covering emerging HR trends and enduring HR topics