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
    15
    Sep
    2019

    Extended deadline for filing of corporate tax returns and contribution deadline for deductibility.

  • Mon
    30
    Sep
    2019

    Summary Annual Report due to participants (if Form 5500 not extended).

  • Tue
    15
    Oct
    2019

    Extended deadline for filing Plan's annual Form 5500 filing.

  • Thu
    14
    Nov
    2019

    Third quarter PPA Statements due for participant directed plans. Quarterly fee disclosure documentation also due to plan participants.

  • Mon
    02
    Dec
    2019

    Last date to send out annual notices for safe harbor, QDIA and automatic enrollment plans.

  • Wed
    01
    Jan
    2020

    Check Cost of Living Adjustments (COLA) to consider the effects of any annual increases on deferral and catch up amounts.

  • Fri
    31
    Jan
    2020

    1099-R Forms are due to participants who received distributions in the prior year.

  • Fri
    14
    Feb
    2020

    Fourth quarter PPA Statements and quarterly Fee Disclosure documents due for participant directed plans.

  • Fri
    28
    Feb
    2020

    Forms 1099-R are due to the IRS.

  • Sun
    15
    Mar
    2020

    Corrective distributions due for failed ADP/ACP Testing (to avoid employer 10% excise tax).

  • Sun
    15
    Mar
    2020

    Corporate Tax Return and contributions due (without extension).

  • Wed
    15
    Apr
    2020

    The deadline for correcting 402(g) excess deferrals (for any participant that exceeded the dollar deferral limit).

  • Wed
    15
    Apr
    2020

    Tax Returns and contributions due (without extension) for Unincorporated Entities, Individuals and/or Partnerships.

  • Fri
    15
    May
    2020

    First Quarter PPA Statements due for participant directed plans.

  • Tue
    30
    Jun
    2020

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

  • Fri
    31
    Jul
    2020

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

  • Fri
    31
    Jul
    2020

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

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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