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.)
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Second Quarter PPA Statements due for participant directed plans.
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Extended deadline for filing of corporate tax returns and contribution deadline for deductibility.
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Summary Annual Report due to participants (if Form 5500 not extended).
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Extended deadline for filing Plan's annual Form 5500 filing.
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Third quarter PPA Statements due for participant directed plans. Quarterly fee disclosure documentation also due to plan participants.
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Last date to send out annual notices for safe harbor, QDIA and automatic enrollment plans.
