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.)

  • Wed
    14
    Aug
    2019

    Second Quarter PPA Statements due for participant directed plans.

  • 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.

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
Noble-Davis Consulting, Inc. BBB Business Review