Calendar of Due Dates

Stay on top of your retirement plan’s mandatory deadlines! Here are some important dates in the upcoming months.

(Please note that filing dates are for calendar year plans. Non-calendar year plans must adjust these dates.)

  • Sun
    30
    Jun
    2019

    Corrective distributions due for failed ADP/ACP Testing from a plan with an eligible automatic contribution arrangement (EACA) (without employer 10% excise tax).

  • Wed
    31
    Jul
    2019

    Annual Form 5500 report and schedules due to be filed electronically with DOL (without extension).

  • Wed
    31
    Jul
    2019

    Form 5330 and excise tax due on prohibited transactions (i.e.: late 401(k) deposits).

  • Wed
    14
    Aug
    2019

    Second Quarter PPA Statements due for participant directed plans.

Noble-Davis Consulting, Inc.
6190 Cochran Road, Suite D, Solon, OH 44139

E-mail: contactus@nobledavis.com

Phone: 440-498-8408
Toll Free: 1-888-657-0702
Participant call-in line: 1-866-811-6604
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