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.)

All
Upcoming
2019
2020

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.