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.)

  • Sat
    15
    Sep
    2018

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

  • Sun
    30
    Sep
    2018

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

  • Mon
    15
    Oct
    2018

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

  • Wed
    14
    Nov
    2018

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

  • Sun
    02
    Dec
    2018

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

  • Sat
    15
    Dec
    2018

    Summary Annual Report due for plans that extended the Form 5500.

  • Mon
    31
    Dec
    2018

    Required Minimum Distributions must be paid to those affected participants over age 70 1/2.

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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