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.)

  • Fri
    01
    Jan
    2021

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

  • Sun
    31
    Jan
    2021

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

  • Sun
    14
    Feb
    2021

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

  • Sun
    28
    Feb
    2021

    Deadline to file Form 1099-R with the IRS, if not filed electronically, to report distributions for the previous year.

  • Mon
    15
    Mar
    2021

    Deadline for distributing ADP/ACP refunds without incurring a 10% excise tax on the employer for plans with a December 31 year end.

  • Mon
    15
    Mar
    2021

    Employer contributions are due to the retirement plan’s trust for S-Corporations and partnerships with December 31 fiscal year ends, in order to take deductions with no corporate extension.

  • Thu
    01
    Apr
    2021

    Initial required minimum distribution (RMD) is due to participants who turned 70 ½ in 2019.

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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